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Senior Paraplanner to Advisor, Central London, £45,000/£55,000 & Full Study Support

Financial Divisions
Posted 19 days ago, valid for 6 days
Location

London, Greater London WC1A 2LP, England

Salary

£44,000 - £66,000 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 vacancy is for a Senior Paraplanner position at a Chartered independent wealth planning firm in Central London, offering a salary between £45k and £55k.
  • The firm specializes in providing comprehensive financial advice to high-net-worth clients, managing the affairs of 1000 clients with assets ranging from £100k to £5m.
  • The role involves supporting Chartered Financial Advisers, attending meetings, and handling technical cases, with a focus on collaboration rather than just report writing.
  • Candidates should be Level 4 qualified Paraplanners who are working towards Chartered Status and have a strong commitment to professional development.
  • Benefits include full study support towards Chartered status, pension, income protection, and 25 days holiday plus bank holidays.

Vacancy - £45k - £55k, Chartered IFA Firm - Central London

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; Samantha

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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.