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SENIOR TECHNICAL PARAPLANNER ( route into Advice), London- hybrid working, C £70k

Financial Divisions
Posted 8 days ago, valid for 5 days
Location

London, Greater London EC1R 0WX

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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  • A well-established independent boutique wealth management firm is seeking an experienced Senior Technical Paraplanner with approximately 3+ years of solid end-to-end paraplanning skills.
  • The role offers a competitive salary along with a discretionary bonus, excellent pension scheme, private medical insurance, and generous holidays.
  • The successful candidate will work closely with Adviser/Directors, supporting a diverse range of private clients, SMEs, and charities.
  • This position provides an opportunity for personal growth towards advice while managing an active client portfolio and engaging in complex report writing and product research.
  • Interested individuals are encouraged to contact Ursula Sloan at Financial Divisions for further details about this exciting opportunity.

Discretionary Bonus, study towards Chartered status, excellent pension scheme, PMI, DIS, Season Ticket Loan, generous holidays, childcare vouchers

Due to organic growth, as an experienced Senior Technical Paraplanner, you will have a defined and supportive career path towards Advice, working very closely with successful Adviser/Directors within the business. This well established and successful independent boutique wealth management firm are looking to offer this incredible opportunity to a professional and talented experienced individual working towards their next platform of development.

Opportunity Highlights

**Opportunity to make an immediate impact with your technical skills working with complex wealth needs

** Business provides financial planning and investment management

** Work with a wide and loyal range of Private Clients, their families, SMEs and charities supporting highly recognised Advisers.

** Perfect opportunity for an experienced Senior Paraplanner to enjoy an active Client Portfolio with a personal growth programme towards Advice.

** Will suit a Senior Paraplanner with c 3+ years solid end to end paraplanning skills

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

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

** To discuss this role in greater detail and register your interest please contact Ursula Sloan 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.