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    Financial Paraplanner - City of London, Greater London, United Kingdom - Financial Divisions

    Financial Divisions
    Financial Divisions City of London, Greater London, United Kingdom

    2 weeks ago

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    Description

    Paraplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in - 5 yearsMy 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. 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.

    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.

    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.

    Contact Peter Fozard at Financial Divisions.
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