Paraplanner to Adviser - (Hybrid) London - Salary £47 -52k + bonus

I am recruiting for a fantastic new Paraplanner opportunity, with a well-established Chartered, growing independent IFA in London with a strong footprint in the industry and highly recognised for their transparent, holistic approach they offer to their UHNW clients. The role will be in the office initially then move to 2 days in office and 3 days WFH.

My client is looking for an experienced Level 4 Paraplanner who would like to transition into an Adviser at a point in the future, or a career paraplanner who loves and enjoys the technical aspect of financial planning. Supporting 2 Top billing Advisers with complex suitability reports, attending client meetings and building long term relationships internally and externally.

You will play a pivotal role in supporting the Advisers with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role, attending client meetings with Advisers, preparing annual reviews, cash flow modelling and research and recommendations.

The ideal candidate will be working towards their Chartered and enjoy attending client meetings. This is a great opportunity for a Paraplanner who loves being part of the advice process and work closely with the Adviser on research and recommendations. The Company offers excellent benefits, great work/life balance and have cultivated a truly collaborative and supportive environment.

If you are looking for a new opportunity that can support your career in developing your technical skills further as a Paraplanner in a client facing role, please email your CV to Ursula Sloan at Financial Divisions