Due to growth and expansion, our client, a well-established IFA in London, is looking to hire a Senior Chartered Paraplanner to collaborate closely with the Director and help strengthen their presence in a specialised market of UHNW clients, typically with a budget of £5 million or more. In this technical role, your expertise in providing financial advice on investments, pensions, estate planning, and tax planning will be crucial. You will excel at conducting thorough research and offering tailored recommendations that help clients meet their financial goals and objectives. Additionally, you will be responsible for presenting cash flow models to clients using Voyant.The ideal candidate will be a Chartered Paraplanner with around five years of experience in both client-facing and technical paraplanning roles. This is an exciting opportunity to join a growing firm with ambitious expansion plans. The position offers excellent potential for career progression, whether that be toward a management role or moving into advisory work.The role is based in London with hybrid working options, and the salary for this position is up to £85,000, along with excellent benefits. If you're ready to take on a new challenge and contribute to a firm with exciting growth prospects, we’d love to have a confidential conversation with you about this opportunity. Please email Joanna at Financial Divisions to discuss the Senior Chartered Paraplanner role in more detail.
Back to searchSenior Chartered Paraplanner, London - Hybrid Working, Salary up to £85,000 + excellent benefits
Financial Divisions
Posted a day ago, valid for a month
London, Greater London EC1R 0WX
Full Time
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Sonic Summary
- Our client, a well-established IFA in London, is seeking a Senior Chartered Paraplanner due to growth and expansion.
- The ideal candidate should have around five years of experience in both client-facing and technical paraplanning roles.
- This technical role involves providing financial advice on investments, pensions, estate planning, and tax planning for UHNW clients.
- The position offers a salary of up to £85,000 along with excellent benefits and potential for career progression.
- The role is based in London with hybrid working options, and interested candidates are encouraged to contact Joanna at Financial Divisions for more details.
