Home
London
Investment adviser
PARAPLANNERS ( Fully remote), to c £50k, opportunity to gain an excellent work/life balance

PARAPLANNERS ( Fully remote), to c £50k, opportunity to gain an excellent work/life balance

Financial Divisions

Posted 7 days ago, valid for 16 days

London, Greater London EC1R 0WX

£50,000 - £60,000 per annum

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

My Client, an independent firm of Financial Advisers and Pension Specialists, is seeking to enhance their Paraplanning team.
The role offers full remote working with optional visits to a local office, and has arisen due to further acquisitions.
The Paraplanner will provide full support to approximately 8 Advisers and manage around 70 cases annually, targeting £300m AUM.
Candidates should be Diploma Qualified with whole of market exposure and have at least 3 years of relevant experience.
This position promises an excellent work/life balance and competitive salary opportunities.

My Client, an independent firm of Financial Advisers and Pension Specialists are looking to strengthen their Paraplanning team to offer full technical support to their Advisers based nationally across various locations.

Opportunity Highlights

** These opportunities offer full remote working with the opportunity to visit a local office if desired although not essential.

** Roles have arisen as a result of further acquisitions

** Opportunity to provide full paraplanning support to c 8 Advisers

** Manage c 70 cases annually with a target of managing c £300m AUM across a growing Client Portfolio

** Perfect opportunity for a Diploma Qualified Paraplanner with whole of market exposure to gain an excellent work/life balance

If this appeals to you please contact Camilla Howden.

Apply now in a few quick clicks

PARAPLANNERS ( Fully remote), to c £50k, opportunity to gain an excellent work/life balance

ESG Investment Advisor

Trainee Investment Manager

Trainee Investment Manager