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PARAPLANNER ( expand your HNW Technical knowledge ), London, c £50k

Financial Divisions
Posted 2 days ago, valid for 23 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 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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  • A leading London-based Chartered Wealth management firm is seeking an experienced Diploma Qualified Paraplanner to join their small team supporting several Advisers.
  • The role involves handling a high volume of cases, ranging from basic to complex suitability reports, with a focus on HNW clients.
  • Candidates should possess strong technical skills and enjoy research and analysis in a non-client facing capacity.
  • The position offers excellent benefits, hybrid working options, study support towards chartered status, and a bonus.
  • A minimum of 2-3 years of relevant experience is required, though the salary specifics were not mentioned.

Excellent HNW exposure, brilliant benefits, interesting clients

Career progressive opportunity for an experienced Diploma Qualified Paraplanner to join a small 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 talented and experienced individual who can demonstrate good technical 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

Please send your Cv to 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.