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CLIENT FACING PARAPLANNER (HNW/UHNW technical cases) - City of London- 2 days in Office-To £53k+...

Financial Divisions
Posted 17 hours ago, valid for 10 days
Location

London, Greater London EC1R 0WX

Salary

£26,400 - £39,600 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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  • An award-winning independent firm is seeking Diploma Qualified Paraplanners to join their London-based team, offering a salary of £40,000 to £50,000.
  • Candidates must have a minimum of 2 years of full Paraplanning experience to be considered for this role.
  • The position includes an exceptional pension plan, a rewarding bonus structure, and study support towards achieving Chartered Status.
  • Paraplanners will assist in preparing financial advice on investments, pension planning, and estate planning for high-net-worth clients.
  • This role offers significant potential for career development, including opportunities to move into operations or advisory roles in the future.

+ 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.Opportunity Highlights.** Perfect opportunity for a Diploma Qualified Paraplanner to join this successful premier London based Financial Planning business

** 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 2 years’ full Paraplanning experience required

** Potential to develop your career into either operations/team management in the future or into Advice at a later stage** Excellent opportunity to progress further to achieve Chartered Status for which study support is provided.** Effective personal development plan on offer

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

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.