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****Senior Paraplanner - £70k - £80k basic salary plus bonuses****Chartered IFA Firm - Central LondonHybrid working after passing onboarding and trainingWorking with high billing advisers and attending client meetingsMy 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 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 bonusesWorking with high billing advisersHybrid working after trainingHelping compile advice and attend client meetingsIf this role sounds of interest or any other roles I am working on please get in touch.
