Experienced ParaplannerWork on 1-2-1 basis with highly experienced AdviserBasic salary £45k - £60k + benefits packageCity of London office - hybrid working after trainingMy client is an award winning national Chartered independent financial advice business based in the heart of the City of London but with offices across the UK. The business has over 300 advisers across the UK but the highest billing advisers are based in the London office, with many being self employed and managing books of clients with £500k - £1m of revenue being generated.One of the longest standing Advisers is seeking a highly experienced Paraplanner with at least 5 years of solid paraplanning experience. The role will be working specifically for this Adviser who has been with the business for many years and has some very longstanding relationships with clients. You must be adept at writing suitability reports on pensions, investments, tax planning affairs, retirement planning, cashflow modelling etc and experience with Voyant and FE Analytics would be advantageous. The workload will be very varied and interesting with some truly technical cases, so good qualifications are essential for this role. The role would be suitable for a Paraplanner who is level 4 diploma qualified and is a career paraplanner. If you aspire to progress to be a Financial Planner then they can offer this route in the much longer term (5+ years).A very secure and rewarding role is on offer with an excellent benefits package and discretionary bonus. The Directors are looking to offer between £45k - £60k basic salary depending on your experience levels. They would like someone to be office based for the first few weeks and months then you can WFH.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 to a High Billing Adviser - Central London - Up to £60k
Financial Divisions
Posted 3 days ago, valid for a month
London, Greater London EC1R 0WX
£44,000 - £55,000 per annum
Full Time
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Sonic Summary
- An experienced Paraplanner is sought to work on a 1-2-1 basis with a highly experienced Adviser in the City of London.
- The position offers a basic salary ranging from £45k to £60k, along with a benefits package and discretionary bonus.
- Candidates should have at least 5 years of solid paraplanning experience and be adept at writing suitability reports on various financial matters.
- The role requires a Level 4 diploma qualification, and experience with Voyant and FE Analytics is advantageous.
- The position allows for hybrid working after initial training, with the opportunity for career progression toward becoming a Financial Planner in the long term.
