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Paraplanner - Fintech

  • City of London, London
  • Permanent
  • £50,000 to £55,000

Job details.

Our client, a leading Fintech firm with tailored solutions focused on providing financial advice to private clients, currently seeks to recruit for a Paraplanner to join their London based team.

About Our Client:

This highly regarded fintech led advice firm, is committed to providing tailored wealth management services, empowering individuals, families, and businesses to make informed financial decisions and achieve their long-term goals. With a comprehensive range of services, including investment portfolio management, retirement planning, tax-efficient solutions, and financial advice, our client focuses on understanding clients' unique circumstances and designing strategies that align with their financial objectives.

Role Overview:

This business is currently recruiting for a Paraplanner to join their team, working closely with the Partners of the business to provide advice to a portfolio of private clients. This client-facing paraplanning role involves managing relationships with clients, addressing their daily needs and liaising when appropriate. Our is looking for individuals who are comfortable in a client-facing paraplanning role and have either previous client exposure or a willingness to manage relationships with clients.

Career Path:

Our client is seeking Paraplanners who are interested in staying in this role for three years, after which there will be opportunities for progression into advisory or management roles. The firm values individuals who appreciate the long-term value of their contributions.

Innovation and Technology:

As a fintech business, they embrace technological advancements to enhance their services. Leveraging sophisticated algorithms and data-driven insights, the company aims to provide efficient and personalized solutions that adapt to clients' evolving needs.

Company Culture:

Our client fosters a collaborative and inclusive work culture, emphasizing diversity and equal opportunities. The company values creativity, innovation, and continuous learning, creating an environment where employees can thrive and contribute to the company's growth.

The Package:

First-year starting salary: Circa £50,000 (higher for more experienced individuals - salary requirements can be discussed)

Discretionary bonus up to 20%

Share incentive plan

Additional Benefits:

27 days holiday

pension

Flexible working

Paid exams and training

Income Protection

Private Medical Insurance

Death In Service

Sector:

  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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