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Paraplanner

MI Search Ltd
Posted 2 days ago, valid for 19 days
Location

London, Greater London EC2V7NQ, England

Salary

£40,000 - £48,000 per annum

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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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  • One of the UK's largest investment and wealth management firms is seeking a paraplanner for their London office with hybrid working options.
  • The role involves collaborating closely with financial planners to provide complex wealth management solutions for HNW and UHNW clients.
  • Candidates must have at least 3 years of experience and be level 4 diploma qualified (CII or equivalent).
  • The position offers a basic salary of up to £50,000, along with a discretionary bonus scheme and an excellent benefits package.
  • This role presents significant long-term career opportunities with a firm committed to employee development.

One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner to work out of their London office (hybrid working available).

In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.

This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators.

This role provides excellent long term career opportunities with a firm who invest heavily in employee development

The successful candidate will be an experienced paraplanner who is at least level 4 diploma qualified (CII or equivalent) and keen to take further qualifications.

Basic salary up to £50,000, discretionary bonus scheme and excellent benefits package.

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.