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TECHNICAL PARAPLANNER (opportunity to transition into Advice), London, WFH opportunity, To £55k

Financial Divisions
Posted 10 hours ago, valid for 4 days
Location

London, Greater London EC1R 0WX

Salary

£48,000 - £57,600 per annum

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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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  • An award-winning wealth management firm in London is seeking a Level 4 Diploma Qualified Paraplanner with a minimum of 3 years of experience.
  • The role offers a salary of £40,000 to £50,000, along with an excellent benefits package that includes study support towards Chartered status.
  • Paraplanners will have the opportunity to attend client meetings and receive full paraplanning support, including report writing and conducting research.
  • The firm emphasizes personal growth in a collaborative and relaxed environment, encouraging progression to Chartered Status.
  • This position is ideal for those looking to enhance their technical knowledge or transition into an advisory role within three years.

Excellent benefits package including study support towards Chartered, hybrid working if required, mentoring programme, wonderful vibe, collaborative environment

Opportunity Highlights

** Role has arisen due to promotion of the present Paraplanner to Advice

** Superb opportunity for a Level 4 Diploma Qualified Paraplanner to join a London based award-winning wealth management firm

** Opportunity to attend Client meetings

** Improve your Technical Paraplanning expertise by working with some of the best in the industry

** Be part of a fast-developing business where great importance will be placed on the future growth of their people as well as the business.

** Emphasis is for the teams to reach their personal goals in a relaxed although hard working environment

** Support Advisers with full paraplanning support including report writing, conducting research , preparing presentation for recommendations with the opportunity to attend client meetings working with HNW Clients

** Progression to Charted Status is encouraged

** Suitable for either a Paraplanner looking to develop their Technical knowledge or to transition into Advice in c 3 years once fully established

** Excellent sociable environment

To find out more contact Camilla Howden at Financial Divisions.

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.