Paraplanner

BRAND NEW ROLE - Senior Paraplanner Role Work in pod of Managing Partner/Director Up to £70k basic salary plus bonuses and benefits London Offices with hybrid working 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 both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business, 700 families, with at least £1m to invest with their top client holding £30m to invest. The Managing Director is seeking to recruit a brand new Paraplanner who is ideally diploma qualified or very close to completion. 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.) Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Elevate, Transact, Aberdeen, Quilter etc. The role will be office based but they offer some flexibility to work from home. If you are sitting any exams then the Directors will support you with your studies. If you aspire to be an adviser then there is a route to this in the longer term. The MD is looking to offer up to £70k 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

Location: The City, GB

Posted Date: 6/7/2025