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Senior Paraplanner (Part time 3 days per week)

Senior Paraplanner (Part time 3 days per week)

Allerton Park Recruitment Solutions

Posted 18 days ago, valid for 7 days

London, Greater London EC1R 0WX

£25,000 - £30,000 per annum

Part Time

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Sonic Summary

The position is for a Senior Paraplanner on a part-time basis (3 days per week) at a reputable Chartered Financial Planning Practice.
The salary offered is up to £65,000 pro rata, along with a 10% bonus and full benefits.
The role involves supporting a Director and managing high-net-worth client relationships, including attending meetings and report writing.
Candidates must have at least 3 years of Paraplanning experience and possess sound technical knowledge in Pension, Investment, and Tax Planning.
Chartered status or close to it is also required for this position.

Senior Paraplanner (P/T) - Basic to £65k pro rata + 10% Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A well established, high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business on a part time (3 days per week basis).

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients. Duties will include Client relationship management including attending Client meetings, meeting preparation, report writing and research.

At least 3 years of Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning), including Chartered (or close to) status will be required.

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