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My client is a Chartered independent wealth planning firm in Central London who provide comprehensive financial advice to high-net-worth (HNW) retirees, accumulators, local families, and SME owners across London and the Southeast. Managing the affairs of 1000 clients with assets ranging from £100k to £5m, they offer expert advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business), and esoteric schemes like VCT and EIS.
The firm prioritises exceptional client service and satisfaction, maintaining a very high client retention rate, with some relationships spanning over 20 years. Advisers are supported by a skilled team of pooled Administrators and Paraplanners across two offices, who are encouraged to develop professionally and personally through ongoing CPD and industry exams.
The Managing Director is creating a brand-new role for a Senior Paraplanner to be based in the City of London office, supporting a team of Chartered Financial Advisers. In this role, you will occasionally attend meetings with Advisers, becoming their "go-to" person for all technical matters and report writing. You will handle more technical cases, providing input into the advice given and collaborating with Advisers on the best course of action for each case, rather than merely writing Suitability Reports. This position is ideal for a Level 4 qualified Paraplanner working towards Chartered Status.
This opportunity offers benefits such as full study support towards Chartered status, pension, death in service cover, income protection, 25 days holiday + bank holidays, opportunity to work from home after passing probation.
If this role or any other roles I am working on sound of interest, please get in touch with Joanna at Financial Divisions.
