Chartered Paraplanner

  • Location

    City of London, London

  • Sector:

    Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000.00 - £60000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2705_1609764822

  • Published:

    4 months ago

  • Expiry date:

    2021-02-03

  • Consultant:

    #

Our client is a young, forward thinking and reputable Wealth Management organisation with offices close to St Pauls in London.

Their current requirement is for a Chartered Paraplanner to join the business to provide support to a Senior Financial Planner on a one to one basis. Our client is offering flexible working hours along with flexible working - candidates can work from home three days a week with two spent in the office should they wish.

This highly regarded Wealth Management organisation has been operating since 2013 and have gone from strength to strength. They have grown significantly and as well as an experienced advisory team they also have a solid back office function. They have grown from a small business to a company of over 30 and continue to grow organically. They are financially sound having secured major backing from a well known investment organisation.

We are working with the Head of Operations at present, who is seeking to recruit for a Chartered Paraplanner to join the technical team, as part of the businesses expansion plan. Paraplanners are designated individual Financial Planners, so you will have a close working relationship with an individual Planner, rather than just being part of a pod writing reports.

Candidates should have a proven track record providing paraplanning support at a HNW level. Chartered Paraplanners would be preferred, however, our client would also be keen to consider Diploma qualified individuals who are within two exams of Chartered and are highly technical.

In terms of package, on offer is a salary of up to £60,000 plus bonus & benefits.