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CLIENT FACING PARAPLANNER , To £55k, City of London, 2 days in Office

Financial Divisions
Posted 4 days ago, valid for 19 days
Location

London, Greater London EC2V 7WS, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

Retirement Plan

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 role is for Diploma Qualified Paraplanners to join an award-winning financial planning firm in London on a 12-month Fixed Term Contract.
  • Candidates must have a minimum of 4 years of full Paraplanning experience and will assist with financial advice on various investment and planning areas.
  • The position offers an exceptional pension plan, a rewarding bonus structure, and opportunities for career development towards Chartered Status.
  • The firm caters to HNW and UHNW clients, with cases often exceeding £15/20m AUM, providing a chance to enhance technical paraplanning skills.
  • This opportunity not only offers competitive compensation but also the potential for long-term career growth within a supportive environment.

HNW/UHNW technical cases with career development programme

Exceptional pension plan, very rewarding Bonus structure, wonderful working conditions, study towards Chartered Status amongst other benefits.

My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme. Due to their ongoing successful growth programme, they are looking for several Diploma Qualified Paraplanners to join their London based Team initially on a 12-month Fixed Term Contract.Opportunity Highlights.** Perfect opportunity for a Diploma Qualified Paraplanner to join this successful premier London based Financial Planning business initially on a contract basis

** Assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning.** You will be supporting one of their high achieving and longest serving Financial Advisers** Clients range across City professionals, accumulators, business executives, retires and their families** Enjoy developing your technical paraplanning skills with -some cases in excess of £15/20m AUM** Minimum of 4 years’ full Paraplanning experience required

**Excellent opportunity to grow your technical skills in a professional top-rated London based business

**Long term career opportunity potentially available with an effective personal development plan into either operations/team management or into Advice at a later stage

To discuss this amazing career opportunity in more detail please contact Camilla Howden at Financial Divisions.

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.