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SENIOR PARAPLANNER ( route into management), London- hybrid working, C £70/75k

Financial Divisions
Posted 13 hours ago, valid for 20 hours
Location

London, Greater London EC1R 0WX

Contract type

Full Time

Retirement Plan

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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  • My Client is an independent boutique wealth management firm seeking a technically astute Senior Paraplanner due to organic growth through promotion.
  • The role offers a salary reflective of experience, with a discretionary bonus and an excellent pension scheme among other benefits.
  • Candidates should have approximately 3+ years of solid end-to-end paraplanning experience and an interest in mentoring team members.
  • The position involves working with a diverse range of private clients, SMEs, and charities, supporting high billing advisers.
  • This opportunity allows for a full paraplanning role, including complex report writing and conducting whole-of-market product research.

Study towards Chartered, discretionary bonus, excellent pension scheme, PMI, DIS, Season Ticket loan, generous holidays, childcare vouchers with great list of benefits as listed below

My Client is an independent boutique wealth management firm and due to organic growth through promotion are looking for a technically astute Senior Paraplanner to join them. This is an excellent opportunity taking your career through into Management

Opportunity Highlights

** Perfect opportunity for an experienced Senior Paraplanner looking for an opportunity to head up a small team of Paraplanners

** Work with a broad range of private Clients, their families, SMEs and charities supporting high billing advisers

** Business provides financial planning and investment management

** Enjoy a full paraplanning role including complex report writing, conducting whole-of-market product research and full cashflow modelling

** Support team is exceptionally efficient, effective with a strong team bond.

** Will suit a Senior Paraplanner with c 3+ years solid end to end paraplanning skills with an interest and experience of mentoring, training team members

To discuss this role in greater detail and register your interest please 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.