Senior Paraplanner with route to Advising
Work in the pod of Managing Partner/Director
Up to £75k basic salary plus bonuses and benefits
London Offices with hybrid working (3 days in the office)
Working with HNW & UHNW clients
My client is a wealth planning practice based in Central London who have been operating for 15+ years. I have met the Directors and been to their offices and placed 10 staff into the business. They have an excellent reputation providing very solid financial advice to 800 HNW & UHNW clients and over £3bn AUM.
The Managing Director is seeking to recruit a brand new Paraplanner who is Chartered or very close to completion and there is a route to advising. This will be a fast-paced role and with a very exacting Adviser and the highest net worth clients in the business. Typical duties will include end to end report writing, technical research, aiding advisers in compiling advice, cashflow modelling, fact finds and all prep and follow up follow annual reviews and client meetings. A broad range of experience and knowledge across a variety of financial products (with an international flavour to it) will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.)
The role will be office based to begin with then 3 days in the office and 2 days WFH. The MD is looking to offer £70k - £75k basic salary with an attractive benefits package including Death in service, Private Medical and Life Insurance. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdivisions.co.uk