SonicJobs Logo
Left arrow iconBack to search

PARAPLANNER (Career enhancing opportunity), London - WFH opportunity, To £55k

Financial Divisions
Posted a day ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£48,000 - £57,600 per annum

info
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

info
  • The position offers a salary of up to £55k along with an excellent benefits package, including study support towards Chartered status.
  • Candidates should have a Level 4 Diploma in financial planning and experience as a Paraplanner.
  • The role is based in London at an award-winning wealth management firm that values personal and professional growth.
  • Paraplanners will provide full support to Advisers, including report writing and client meeting preparation with high-net-worth clients.
  • The company promotes a collaborative and relaxed working environment while encouraging progression in technical expertise.

To £55k, Excellent benefits package including study support towards Chartered, hybrid working if required, mentoring programme, wonderful vibe, collaborative environment

Opportunity Highlights

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

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

** 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.

** Emphasis is for the teams to reach their personal goals in a relaxed although hard working environment

** 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

** Progression to Charted Status is encouraged

** Excellent sociable environment

To find out more contact Camilla Howden on

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.