Paraplanner

  • Location

    London

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £45000 - £55000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH3029_1625485225

  • Published:

    27 days ago

  • Expiry date:

    2021-08-04

  • Consultant:

    Benjamin Holmes

Our client is a young organisation set up by two of the leading figures in the financial planning industry. The business is an UHNW Wealth & Investment Advisory organisation providing advice across the UK.

The role will be based from their London office, however, there will be the opportunity to work from home 2-3 days a week.

Their current requirement is for a Paraplanner to join the business to provide support to a Financial Planner & Director. This role will be within a Senior Paraplanner capacity although for the right candidate there may be an opportunity to attain CF30 from day one. You will provide support to the Director & Senior Planners on a daily basis and will have client contact both over the phone and attending meetings.

You will be offered opportunties to move into either a Financial Planner or Investment Manager role within 3 years.

This business have some of the best paid staff within the financial planning industry and although they rarely recruit due to virtually no staff turnover, they are currently in the market to recruit for a Paraplanner. This is a very rare opportunity to attain a role within one of the leading advisory businesses within the UK.

The package on this position will be £45,000-£55,000. On top of a market leading salary you will be offered a 10-15% bonus + benefits package.