Paraplanner supporting 2 high billing advisers - City of London - £50k + bonus

Paraplanner - supporting 2 high billing Advisers
Attend client meetings on a weekly basis
City of London offices - 2 days in the office per week after training
£40,000 - £50,000 basic salary + bonus
Route to be an Adviser in 3 - 5 years

My client is a Chartered independent wealth planning business with offices in the City of London who have been operating for over 20 years. They have an excellent reputation providing very solid financial advice to HNW & UHNW City professionals, families, business owners retirees and accumulators. Many fall into the HNW & UHNW category with over £1m of assets to invest. This business has a team of highly experienced Chartered Planners and a full administrative and paraplanning team who support them in a smooth and effective fashion. The paraplanners are managed by a dedicated Head of Paraplanning who you will report into.

2 of the top billing advisers work in a pod system and share administrative and paraplanning support. They work closely together and are seeking a brand-new Paraplanner who can offer technical support to their respective clients. The role will be working across, pensions, investments, tax planning, IHT planning, protections and cashflow modelling. The role will be office based to begin with then reverting to 2 days in the office per week. But you can be more office based if you wish. You will be diploma qualified 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 for a Paraplanner with a minimum of 18 months of paraplanning experience and are willing to offer £40,000 - £50,000 basic salary plus a comprehensive benefits package and bonus. There is a route to being an Adviser in 3 - 5 years. 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.