Senior Paraplanner
£55,000 - £65,000 basic salary bonuses (£70k take home)
Work on a 1-2-1 basis with an a high billing adviser
Adviser solely manages c.£200m AUM
Offices in the City of London (hybrid)
My client is a Chartered independent wealth planning business with offices in Central London who have been operating for over 30 years. They have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category over £1m of assets to invest. This business has a team of highly experienced Chartered Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering.
The top billing advisers work in a pod system. One of the highest billing advisers is seeking a brand-new Paraplanner who can offer technical support and services on 1-2-1 basis. This adviser manages c.£200m AUM on their own. The role will be working across, pensions, investments, tax planning, IHT planning, protections and cashflow modelling. The role will be office based 4 days a week in the City of London. You will be diploma qualified or very close to completion and if you are sitting any exams towards your chartered status, a package of study support will be given to you.
My client are looking to offer circa £55,000 - £65,000 basic salary plus a comprehensive benefits package and bonus (£70k take home pay). 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. Contact Peter Fozard at Financial Divisions.