Senior Paraplanner - Central London (West End) - £55k - £65k

Work directly with the Managing Director

My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex/Kent and London. They have over 1000 clients in their current setup with assets ranging from £100k - £10m to invest. Advice is given on pensions, investments, tax planning, cashflow modelling, protections (both personal and business).

The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 20+ members of them over the past 5 years. They are pushing the business forward in a positive fashion with following a recent acquisition and some senior hires at executive level who are making many positive changes to the business.

The Managing Director is creating a brand new role for a Senior Paraplanner to be supporting him directly and some ad hoc support to other Chartered Financial Advisers. You will attend client meetings and be their "go-to-person" relating to all technical matters and report writing. You will working on the more technical cases and have a genuine input into the advice on offer and you will be engaging with the Advisers on the best course of action as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status.

Salary: £55k - £65k

4 days in the office per week then reducing to 3 days per week

Full study support towards Chartered status

Benefits: pension, death in service cover, income protection,

25 days holiday + bank holidays

If you are working within a role providing holistic paraplanning support, then the Directors would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.