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Senior Paraplanner (Part Time)

Allerton Park Recruitment Solutions
Posted 3 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£96,000 - £115,200 per annum

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Contract type

Part 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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  • The position is for a Senior Paraplanner with a salary ranging from basic to £70k (pro rata) plus KPI bonuses and full benefits.
  • This role is offered on a hybrid and flexible working basis, requiring 3 or 4 days a week commitment.
  • The successful candidate will support a Director and High Net Worth (HNW) clients within an established Financial Planning team.
  • Candidates must have at least 3 years of dedicated Paraplanning experience and sound technical knowledge in Pension, Investment, and Planning.
  • A Diploma status is essential, and progress towards Chartered status is required, with full exam and personal development support provided.

Senior Paraplanner - Basic to £70k (pro rata) + KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business on a 3 or 4 day a week basis.

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients. Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Planning) is required. Diploma status is essential and progress towards Chartered status is required.

Full exam and personal development support will be provided.

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.

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