Paraplanner supporting 2 Advisers Offices in West End (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in the heart of the West End. Notably many clients are from the creative industries with varying levels of assets ranging from £100k - multiple millions. The business has c.100 staff and they have ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.The Managing Director is creating a brand-new role within the business for a Paraplanner who is diploma qualified and has at least 2 years of solid paraplanning experienced. The role will report into a dedicated Head of Paraplanning and you will work with 2 advisers and attend client meetings and work with some technical cases. Prior experience being client facing would be helpful but it is not essential. You must be adept at writing suitability reports on pensions, investments, tax planning affairs, cashflow modelling etc and experience with Voyant and FE Analytics would be advantageous.My client are very open with regards to what they can offer a candidate career-wise. The role would be suitable for a Paraplanner who is level 4 diploma qualified and is looking to study towards Chartered status. If you aspire to progress to be a Financial Planner then they can offer this route for you but a career paraplanner would be ideal.A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £45k - £55k basic salary depending on your experience levels. 2 years of experience for the lower salary offering and 5+ years for the higher end. They would like someone to be office based for the first 8 weeks then you can WFH 2 days per week.If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions
Back to searchParaplanner supporting 2 Advisers - Basic salary £45k - £55k + benefits package
Financial Divisions
Posted 3 days ago, valid for 11 days
London, Greater London EC1R 0WX
£44,000 - £55,000 per annum
Full Time
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Sonic Summary
- A Paraplanner position is available in a Chartered independent financial advice business located in the West End of London, supporting two advisers.
- The role offers a basic salary ranging from £45k to £55k, depending on experience, along with a benefits package and study support for Chartered status.
- Candidates must be diploma qualified with at least 2 years of paraplanning experience, while those with 5+ years of experience may qualify for the higher salary range.
- The job involves attending client meetings, preparing suitability reports, and working on technical cases, with experience in Voyant and FE Analytics being advantageous.
- The first 8 weeks will be office-based, after which the employee can work from home 2 days a week, making it an attractive opportunity for career progression.
