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PARAPLANNER ( Fully remote), To c £50k, Opportunity to gain an excellent work/life balance

PARAPLANNER ( Fully remote), To c £50k, Opportunity to gain an excellent work/life balance

Financial Divisions

Posted 18 hours ago, valid for 17 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

My Client, an independent firm of Financial Advisers and Pension Specialists, is seeking to enhance their Paraplanning team.
The role offers full remote working, with optional visits to a local office, and has arisen due to further acquisitions.
Candidates will provide paraplanning support to approximately 8 Advisers and manage around 70 cases annually, targeting £300m AUM.
The ideal candidate should be Diploma Qualified with whole of market exposure and have a minimum of 3 years of relevant experience.
This position promises an excellent work/life balance and competitive salary, details of which can be discussed with Camilla Howden at Financial Divisions.

My Client, an independent firm of Financial Advisers and Pension Specialists are looking to strengthen their Paraplanning team to offer full technical support to their Advisers based nationally across various locations.

Opportunity Highlights

** This opportunity offers full remote working with the opportunity to visit a local office if desired although not essential.

** The role has arisen as a result of further acquisitions

** Opportunity to provide full paraplanning support to c 8 Advisers

** Manage c 70 cases annually with a target of managing c £300m AUM across a growing Client Portfolio

** Perfect opportunity for a Diploma Qualified Paraplanner with whole of market exposure to gain an excellent work/life balance

If this appeals to you please contact Camilla Howden at Financial Divisions.

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PARAPLANNER ( Fully remote), To c £50k, Opportunity to gain an excellent work/life balance

Financial Planner

Financial Planner

Financial Planner