Career Paraplanner – London – Up to £50,000 with Pension and Annual Discretionary Bonus
Salary
Up to 50,000
Location
London
Job Type
Full Time
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We are representing a highly successful, independent Wealth Manager based in Temple, London. Due to the recent acquisition of a substantial client bank and forever increasing referrals they are seeking a career paraplanner with aspirations to become senior and move into management to join them.
Whilst they advise a diverse client bank of a range of financial subjects, they are one of the largest financial advisers to ‘The Bar’ and manage the affairs of a number of legal charities.
Working within a team of three the Paraplanner will work directly with two Advisors in coalition with another paraplanner.
The role will see you provide technical research and analysis as well as have an ability to make recommendations to the advisor. The paraplanner will need to have a good knowledge of market offerings. The job will include complex report writing that are of a high standard and technically and grammatically correct.
To be successful in the role the candidate will need to be able to work on their own initiative and be decisive.
To be considered for the role you will:
- Hold the Level 4 qualification in Financial advice or near to
- Be looking to progress to level 6 and ultimately chartered
- Have 3 years’ experience within a small to medium sized firm as a paraplanner
- Have experience of AVELO, Excel, FE Analytics, Cashflow Forecasting
- Staff management experience
- Be highly technical and a problem solver