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SENIOR PARAPLANNER ( Family Office), London, C £60k, great benefits

SENIOR PARAPLANNER ( Family Office), London, C £60k, great benefits

Financial Divisions

Posted 4 days ago, valid for 5 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

This position is for a Senior Paraplanner at a well-established Family Office in London, offering a salary of £60,000 to £70,000 per year.
The role requires a minimum of 5 years of experience in paraplanning, with a Level 4 Diploma qualification preferred, ideally Chartered or nearing completion.
Candidates will have full control over the paraplanning process and exposure to complex ultra-high-net-worth technical cases with total AUM exceeding £2B.
This is a fully client-facing role that involves live financial modeling and requires the ability to work independently without supervision.
The successful candidate will also participate in weekly business meetings, sit on the management committee, and provide training on technical planning strategies.

3 days in the Office, career enhancing opportunity with great benefits

Exceptional opportunity for a technical experienced Senior Paraplanner to join a very well-established London based Family Office offering you full control of the entire Paraplanning process.

Opportunity Highlights

** Full exposure to complex UHNW technical cases with total AUM in excess of £2B

** Opportunity to work without supervision with full autonomy

** Fully Client facing opportunity involving live financial modelling

** Will suit a Level 4 Diploma Qualified Paraplanner ideally Chartered or close to completion.

** Perfect opportunity for an individual who enjoys the technical aspects of the paraplanning role working in a fast-paced environment

** Responsibility for all client review reports, suitability reports across cases across whole of market

** Full involvement in firm’s weekly business meetings and sitting on management committee

** Enjoy delivering training re technical planning strategies and products to the business.

Contact Camilla Howden at Financial Divisions to request the full job specification

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