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My client is a Chartered Independent Wealth Management firm based in The City who are looking for a Chartered Paraplanner to join their team.
This is an exciting and challenging role for a Senior Paraplanner who is looking for a role that can genuinely offer a more strategic opportunity which is pivotal to the business. You will provide technical paraplanning on UHNW and complex cases about 50% of your time and the 50% is working closely with Senior Management team and Advisers on project-based work which has a significant impact internally alongside client propositions.
The ideal candidate will be a highly experienced Senior Paraplanner who has achieved Chartered status and combine this with your expert technical knowledge in which you can utilise by mentoring and guiding more junior members in the team.
The role is suited to someone who enjoys being client facing and has demonstrable track record of attending meeting clients and being part of the advice proposition for clients with research and recommendations and cashflow modelling.
My client are an award winning Chartered IFA, who are truly client centric in their approach and are a group of dynamic and talented individuals who have cultivated a collaborative, enjoyable and professional working environment. Excellent benefits including bonus and personable development and hybrid working available.
If you are looking for a new and challenging opportunity as a Senior Chartered Paraplanner, I would love to discuss this further with you.
Please send your CV to Ursula Sloan at Financial Divisions
In this role, you will leverage your Chartered (CII) Paraplanning experience at a dynamic, award-winning, multi-disciplinary financial planning practice. Located in The City of London, you will report directly to the Paraplanning Manager and collaborate closely with Advisers and clients.
To excel in this position, you must have exceptional attention to detail, the ability to multitask, and the capacity to work under strict deadlines. You will need to build strong relationships with Advisers, their clients, and your colleagues, providing centralized support, timely and accurate recommendations, and regular client review assessments.
Requirements:
- Chartered Status via the CII
- Proficiency in Adobe, Word, Excel, and Outlook, along with other system-specific knowledge to create necessary documentation, templates, and reports according to brand guidelines
- Quick adaptability to CRM software (Enable) and the ability to maximize its potential
As compensation for this role, you will receive:
- A salary of up to £65,000
- Hybrid working, 3 days in the office
- Holidays: 25 days running from Jan to Dec
- Bonus: up to 10% of salary paid annually
Benefits:
- Group Death in Service -4x insured earnings
- Income protection - 75% of insured earnings
- Group Auto Enrolment pension: 3% Employer / 5% Employee matched up to an additional 3%
- £500 per annum professional development budget
- £250 per annum personal development budget
- Perkbox
This is a fantastic opportunity to leverage your skills at a highly respected and busy firm. If you are interested, please apply as soon as possible.
