Paraplanner

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Paraplanner Vacancy - working in pod of high billing adviser

City of London offices with hybrid working

£45k - £48k plus bonuses and benefits

Must be Level 4 qualified

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m.

The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.

The Managing Director requires a Paraplanner in their City of London office who will work amongst a team of 15 other paraplanners of varying abilities and levels of experience.
However you will be reporting to one specific adviser who manages £100m+ AUM within his pod. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you to become a fully fledged paraplanner.

You will be adept at writing suitability reports on pensions, investments, retirement planning, drawdown strategies, some IHT planning and be confident putting together cashflow models. If you are studying for your Chartered exams already this will be highly advantageous and will be taken into consideration as to what cases you will be allocated.

If this role sounds of interest or any other roles I am working on please get in touch -

• Mid-Senior level

• Full-time

• Finance

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