Paraplanner

Financial Divisions; City Of London; Hybrid; GBP 45,000 - 48,000; Full time

Benefits offered by this job

Bonuses and benefits

Job summary

A wealth management firm in City of London is seeking a Paraplanner to work within a supportive team and assist a senior adviser managing £100m+ AUM. Ideal candidates will be Level 4 qualified and experienced in preparing suitability reports for investments and pensions. This role offers a hybrid working environment with opportunities for professional development through ongoing CPD and training programs.

Qualifications

• Level 4 qualified in financial planning.
• Experience in writing reports on pensions and investments.
• Proficient in cashflow modelling.

Responsibilities

• Assist in preparing suitability reports for clients' investments and pensions.
• Collaborate with a dedicated adviser managing significant AUM.
• Support client-facing advisers as part of a paraplanning team.

Skills

Writing suitability reports

Cashflow modelling

Pensions and investment knowledge

Level 4 qualification

Job description

5 days ago Be among the first 25 applicants

This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Financial Divisions

Partner at Financial Divisions - [e-mail] - Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers)

Paraplanner Vacancy - working in pod of high billing adviser

City of London offices with hybrid working

£45k - £48k plus bonuses and benefits

Must be Level 4 qualified

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.

The Managing Director requires a Paraplanner in their City of London office who will work amongst a team of 15 other paraplanners of varying abilities and levels of experience. However you will be reporting to one specific adviser who manages £100m+ AUM within his pod. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you to become a fully fledged paraplanner.

You will be adept at writing suitability reports on pensions, investments, retirement planning, drawdown strategies, some IHT planning and be confident putting together cashflow models. If you are studying for your Chartered exams already this will be highly advantageous and will be taken into consideration as to what cases you will be allocated.

If this role sounds of interest or any other roles I am working on please get in touch - [e-mail]

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Referrals increase your chances of interviewing at Financial Divisions by 2x

Get notified about new Paraplanner jobs in City Of London, England, United Kingdom.