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Paraplanner x 2 - Chartered IFA Firm in London - Up to £53,000

Financial Divisions
Posted 4 days ago, valid for 16 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 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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  • The company is seeking 2 Paraplanners with a salary range of £45,000 to £53,000.
  • Candidates must be Level 4 Diploma qualified as a minimum.
  • The role involves client-facing responsibilities and offers a pathway to become an Adviser in a few years.
  • After initial onboarding, employees will work 3 days in the office per week, with full study support provided for achieving Chartered Status.
  • Additional benefits include pension, death in service cover, income protection, and 25 days of holiday plus bank holidays.
  • 2 x Paraplanner Vacancies - Up to £53,000
  • Chartered IFA firm - West End Offices (Central London)
  • 3 days in the office per week after training and induction
  • Client facing role - route to Adviser in a few years time

My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over 1000 clients in their current setup with cases ranging from £100k - £10m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.

The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 10+ members of them over the past few years. They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business are making many positive changes to the business. The Managing Director is creating 2 brand new roles for Paraplanners. You will occasionally attend meetings and be well versed in fund research, suitability report writing, calculations and creating illustrations to present to clients. Both roles require a candidate to be Level 4 Diploma qualified as a minimum. You will receive a full study support package towards achieving Chartered Status if you are working towards this.

  • Paraplanner - Must be Diploma Qualified
  • Salary: £45k - £53k
  • 3 days in the office per week after initial onboarding
  • Full study support towards Chartered status
  • Benefits: pension, death in service cover, income protection,
  • 25 days holiday + bank holiday

Please get in touch with Peter at Financial Divisions for more details.

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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.