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TECHNICAL SENIOR PARAPLANNER, London, To £60k, hybrid working if required

Financial Divisions
Posted a day ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This role offers a fantastic opportunity for a Level 4 Diploma Qualified Paraplanner to join an award-winning wealth management firm in London.
  • The position is available due to the promotion of the current Paraplanner to an Advisory role, emphasizing the potential for career progression.
  • Candidates should have a strong technical knowledge, especially as they will be supporting high-net-worth clients with assets exceeding £1 million.
  • An excellent benefits package is included, along with study support towards Chartered status and a mentoring program.
  • The firm values a collaborative environment and is looking for someone with a minimum of 3 years of relevant experience.

Opportunity to transition into Advice

Excellent benefits package including study support towards Chartered, mentoring programme, wonderful vibe and offices, collaborative environment

Wonderful opportunity to immerse yourself into a Technical Paraplanning role with a diverse HNW client portfolio. You will be offered a defined route to Adviser with this independent IFA working out of their charming London Offices. Due to internal promotion, we are working closely with the team in the search of a talented, professional Diploma Qualified Paraplanner keen to show off their technical expertise.

Opportunity Highlights

** Role has arisen due to promotion of the present Paraplanner to Advice

** Superb opportunity for a Level 4 Diploma Qualified Paraplanner to join a London based award-winning wealth management firm

** Clients are all HNW and many exceed £1m AUM so technical knowledge is paramount

** Support Advisers with full paraplanning support including report writing, conducting research , preparing presentation for recommendations with the opportunity to attend client meetings working with HNW Clients

** Improve your Technical Paraplanning expertise by working with some of the best in the industry

** The team work to the highest of standards and enjoy the recognition and rewards they are presented with in a relaxed although hardworking environment.

** Be part of a fast-developing business where great importance will be placed on the future growth of their people as well as the business.

** Progression to Charted Status is encouraged

** Suitable for either a Paraplanner looking to develop their Technical knowledge or to transition into Advice in c 3 years once fully established

** Excellent sociable environment with a superb benefits package

To find out more contact Camilla Howden at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.