Paraplanner

Financial Divisions; London; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

25 days holiday plus study leave

Financial support for studies

Discretionary bonuses

Job summary

A leading financial advisory firm is seeking a Paraplanner to work in their City of London offices. The role offers a £45k basic salary plus discretionary bonuses, along with full study support towards Chartered status. Suitable candidates will have a Level 4 diploma and 18 months of paraplanning experience. The firm prioritizes a supportive work environment and offers the possibility of remote work after an initial period.

Qualifications

• 18 months of paraplanning experience required.
• Experience in compiling advice with advisers.
• Strong communication skills needed.

Responsibilities

• End-to-end report writing for client advice.
• Assist in annual reviews and client meetings.
• Support from a dedicated Practice Manager and experienced administrators.

Skills

Report writing

Cashflow modeling

Client communication

Education

Level 4 diploma

Job description

1 day 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)

BRAND NEW ROLE: Paraplanner Vacancy - City of London offices

£45k basic salary + discretionary bonuses

Full study support to Chartered status

25 days holiday plus study leave and financial support

My client is a boutique independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK, but mainly London and Southeast based. The business has 15 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £500k - multiple millions. The top Advisers manage close to £100m of assets. The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.

The Managing Director is seeking a Paraplanner who has their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Practice Manager and team of experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. Possibly up to £50k for an outstanding candidate. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status.

For more details please contact Peter Fozard at Financial Divisions.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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