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Senior Paraplanner - £70k - £80k basic salary plus bonuses - Central London

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

London, Greater London EC2V 7WS, England

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 a Senior Paraplanner at a Chartered IFA firm located in Westminster, London.
  • The salary for this role ranges from £70k to £80k, with additional bonuses available.
  • Candidates should have a diploma and ideally be Chartered or close to completion, along with experience in HNW paraplanning.
  • The role involves working directly with top advisers on technical cases with a minimum of £1m in assets.
  • Hybrid working options are available after the probation period, and full study support will be provided.

Senior Paraplanner - £70k - £80k basic salary plus bonusesChartered IFA Firm - London (Westminster)Hybrid working after probation Working with a high billing adviserMy client are a medium sized Chartered IFA based in Central London whom I have met and placed 10+ members of staff with. They have an excellent reputation providing the highest levels of financial advice to HNW & UHNW private individuals who are City professionals, retirees, accumulators and families across London and the South. The business has a full team of administrators and paraplanners as well as a dedicated Compliance team.Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning with £5m+ of investable assets.As a result of this ongoing success, a brand-new vacancy has been created by the CEO for a highly experienced Senior Paraplanner who will work with the top advisers and highest net worth cases. You will be working directly for one of the Senior Planners/Directors on all their technical cases which are a minimum £1m+. This role will be suitable for a Paraplanner who is diploma qualified. and ideally Chartered or at least very close to completion.

You must have a background with an independent financial planning business. You MUST have a well rounded experience of HNW paraplanning and not be a pure report writer. This role is very technical and requires deep and extensive product knowledge. Full study support and training will be given where required but they need someone who can hit the ground running. You will actively involved in compiling the advice, coming up with solutions and implementing them.

  • Salary: £70k - £80k (depending on experience) plus bonuses
  • Working with a high billing adviser/Director
  • Hybrid working after probation

If this role sounds of interest or any other roles I am working on please get in touch.

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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.