Senior Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past 3 years.
They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast.
They have over 1000 clients in their current setup with cases ranging from £100k - £10m to invest.
The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.
The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 10+ members of them over the past few years.
They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business are making many positive changes to the business.
The Managing Director is creating 2 brand new roles for Paraplanners.
You will occasionally attend meetings and be well versed in fund research, suitability report writing, calculations and creating illustrations to present to clients.
Both roles require a candidate to be Level 4 Diploma qualified as a minimum.
You will receive a full study support package towards achieving Chartered Status if you are working towards this.
Senior Paraplanner – Must be Diploma Qualified Salary: Up to £65k 3 days in the office per week after initial onboarding Full study support towards Chartered status Benefits: pension, death in service cover, income protection, 25 days holiday + bank holiday Please get in touch for more details - ******