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CLIENT FACING EXPERIENCED PARAPLANNER (SJP background essential) - London - To c £45/50k with...

Financial Divisions
Posted 2 days ago, valid for 10 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 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 position is for an experienced Paraplanner with a focus on providing comprehensive technical support to a Financial Adviser in a growing practice.
  • Candidates should have a Diploma and a working knowledge of SJP processes and systems, with a minimum of 3 years of experience required.
  • The role includes attending client meetings, managing post-meeting paraplanning tasks, and taking full ownership of the paraplanning cycle.
  • The job offers a hybrid working pattern, requiring 3 days in the office, and provides an excellent opportunity for career progression and skill development.
  • Interested candidates should send their CV to Camilla Howden for consideration.

with 3-day hybrid working pattern, take ownership of the paraplanning process

Excellent opportunity for an SJP experienced Paraplanner to join a fast-growing practice to provide full technical paraplanning support to a most inspirational Financial Adviser who is at a pivotal point of growth.Opportunity Highlights** Support the Principal Partner of the firm across HNW Clients** Superb opportunity for a Diploma Qualified Paraplanner with a working knowledge of SJP processes/systems** Attend Client meetings with the Adviser, action all post meeting paraplanning requirements ** Full ownership of the end-to-end paraplanning cycle including cashflow modelling, report writing and providing recommendations** Opportunity to work on a hybrid basis with 3 days in the office.** Excellent career opportunity to grow your technical skills as well as progressing your career.Please send your cv to Camilla Howden.

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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.