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- BRAND NEW ROLE: Fully Remote Role - Senior Paraplanner
- c.£60k (negotiable for the right candidate)
- Chartered IFA Firm
- Route to Adviser role in 12 - 24 months
- ***Must want to be an adviser***
- One day per week in Berkshire office
My client are a boutique Chartered IFA based in Berkshire whom I have met twice and placed 7 members of staff with. They have an excellent reputation providing the highest levels of financial advice to HNW & UHNW private clients who are City professionals, retirees, accumulators and families across London and the South. The business has a full team of administrators and paraplanners as well as a dedicated Compliance team.
Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They have a few acquisitions in the pipeline with clients being onboarded and their existing clients who can range up to multiple millions of investable assets are offering lots of recommendations and referrals. They have significant investment for private investors who are supporting the growth of the business. They are fully independent and a large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning.
As a result of this ongoing success, a brand-new vacancy has been created by the CEO for a highly experienced Senior Paraplanner who will work with the top advisers and highest net worth clients. You will be working directly for the Head of Financial Planning/ Adviser on all their technical cases which are a minimum £1m+. This role will be suitable for a Paraplanner who is diploma qualified. and ideally Chartered or at least very close to completion. You must have a background with an independent financial planning business. You MUST have a well rounded experience of HNW paraplanning and not be a pure report writer. This role is very technical and requires deep and extensive product knowledge. Full study support and training will be given where required but they need someone who can hit the ground running. You will actively involved in compiling the advice, coming up with solutions for clients and implementing them alongside the adviser. However, there is a definitive route to be an adviser in 12 - 24 months for the successful candidate as they wish to expand their adviser count.
- Salary: c.£60k (depending on experience) plus bonuses
- Route to being an adviser in 12 - 24 months with HNW clients
- Fully remote role with but must live within 45 minutes of Newbury
If you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.
