SonicJobs Logo
Left arrow iconBack to search

Senior Paraplanner / Technical Paraplanner

NIGEL JAMES ASSOCIATES LTD
Posted 10 hours ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

info
Contract type

Part 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

info
  • Nigel James Associates is seeking an experienced part-time Paraplanner for a leading wealth management company, focusing on HNW/UHNW clients.
  • The role requires a minimum of Level 4 qualification, with a preference for Chartered status or those working towards it.
  • Candidates should have experience in dealing with complex cases and be technically competent across various financial products.
  • The position offers a competitive salary along with corporate benefits and performance-based bonuses.
  • The company promotes a warm, family-like atmosphere while prioritizing a client-centric approach.

Role

Nigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.

Requirements

You will be an experienced technical Paraplanner that is used to dealing with HNW and complex cases.

Key responsibilities will include Bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT, Estate planning. You will need to be a minimum of Level 4 qualified and ideally Chartered or working towards.

Why join?

This is an opportunity to join a growing and highly reputable wealth management company that are leaders within the industry. For the right person they would look to offer an attractive and competitive basic salary, corporate benefits and bonuses based on individual and company performances. The business offers a warm, family-like atmosphere while maintaining a professional and grounded approach. It is highly focused on providing a client-centric experience.

What next?

If you have the relevant skills and experience, and this role is of interest, please do apply. Alternatively, do not hesitate to contact us for further information.

Apply now in a few quick clicks

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.