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PARAPLANNER, London- 3 days in the office, c £50k, excellent HNW exposure

PARAPLANNER, London- 3 days in the office, c £50k, excellent HNW exposure

Financial Divisions

Posted 12 hours ago, valid for 22 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

A leading London-based Chartered Wealth management firm is seeking an experienced Diploma Qualified Paraplanner to join their team.
The role involves supporting several Advisers with a focus on high net worth clients and requires good technical reporting skills.
Candidates should have experience in handling a high volume of cases, ranging from basic to complex suitability reports.
The position offers a salary of £40,000 to £50,000 and includes benefits such as hybrid working, study support towards chartered status, and bonuses.
Applicants should have a minimum of three years of relevant experience in a similar role.

Expand your HNW Technical knowledge with a top London firm

Bbrilliant benefits, interesting clients, study towards chartered status

Career progressive opportunity for an experienced Diploma Qualified Paraplanner to join a team supporting several Advisers alongside a dedicated Administrator. As a result of internal movement and increased levels of enquiries, we are working closely with this leading London based Chartered Wealth management firm to source a further talented and experienced individual who can demonstrate good technical reporting skills

Opportunity Highlights

** Support the Advisers, one of whom has more complex and interesting HNW Clients

** This team handles a high volume of cases

** Cases are mixed, can vary from basic through to requiring complex suitability reports

** Enjoy full product research and cashflow modelling using Voyant

** Will suit a Diploma Qualified Paraplanner who enjoys volume reporting, research, and analysis in a non-client facing capacity

** Excellent list of benefits, hybrid working, study support towards chartered, bonus

To apply please contact Camilla Howden at Financial Divisions.

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PARAPLANNER, London- 3 days in the office, c £50k, excellent HNW exposure

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