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TECHNICAL PARAPLANNER, London-Accommodating WFH pattern, London-Accommodating WFH pattern, C58/60k

TECHNICAL PARAPLANNER, London-Accommodating WFH pattern, London-Accommodating WFH pattern, C58/60k

Financial Divisions

Posted 2 days ago, valid for 7 days

London, Greater London EC1R 0WX

£26,400 - £39,600 per annum

Full Time

Retirement Plan

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Sonic Summary

This is an ideal opportunity for a career paraplanner with a salary range of £58,000 to £60,000 and requires approximately 3+ years of experience.
The position is with a growing independent boutique wealth management firm located in central London.
The role involves providing full paraplanning support to four high billing advisers, including preparing recommendation reports and conducting market research.
Additional responsibilities include cashflow modeling and managing the business pipeline while liaising with the admin team for prompt submissions.
Benefits of the position include study support, a discretionary bonus, an excellent pension scheme, and generous holidays.

Ideal opportunity for a career paraplanner

C58/60k with great list of benefits as listed below

Excellent opportunity for an experienced Diploma Qualified Paraplanner to join this growing and ambitious independent boutique wealth management firm in the centre of London.

Opportunity Highlights

** Business provides financial planning and investment management

**Work with private clients, their families, businesses, and charities

** Provide full paraplanning support to 4 high billing Advisers.

** Prepare recommendation reports, high quality research, portfolio valuations/reviews, manage business pipeline, liaise with admin team to ensure prompt submission of new business.

** Enjoy complex report writing and conducting whole-of-market product research.

**Cashflow modelling

** Support team is exceptionally efficient, effective with a strong team bond.

** Will suit an experienced CII Diploma Qualified career paraplanner looking to enhance their technical ability with c 3+ years solid end to end paraplanning skills

** Benefits include study support ,discretionary Bonus, excellent pension scheme, PMI, DIS, Season Ticket Loan, generous holidays, childcare vouchers.

To discuss this role in greater detail and register your interest please contact Camilla Howden on

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TECHNICAL PARAPLANNER, London-Accommodating WFH pattern, London-Accommodating WFH pattern, C58/60k

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