Job Description
* BRAND NEW ROLE: Paraplanner Vacancy - City of London offices
* Boutique Wealth Management Firm
* 3 days in the office per week after onboarding and training
* £40k - £50k basic salary + discretionary bonus
* Full study support to Chartered status
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.
The business has 15 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £1m - 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. 2+ years of solid 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 between £40k - £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.
For more details please contact Peter Fozard at Financial Divisions.