Paraplanner – 2 x days in the office

Overview

Paraplanner

Location: City, London

Hybrid working – 2 days per week in the office

Salary: £35,000 – £48,000 + Bonus

Are you an experienced Diploma Qualified Paraplanner looking for your next role?

  • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
  • Do you feel that you are not using your technical skills as much as you should be?
  • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

If so, we can help…

Company/Role Information

  • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
  • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
  • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
  • Hybrid working – 2 days in the office – no set days required

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    Paraplanner – 2 x days in the office

    Overview

    Paraplanner

    Location: City, London

    Hybrid working – 2 days per week in the office

    Salary: £35,000 – £48,000 + Bonus

    Are you an experienced Diploma Qualified Paraplanner looking for your next role?

    • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
    • Do you feel that you are not using your technical skills as much as you should be?
    • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

    If so, we can help…

    Company/Role Information

    • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
    • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
    • Hybrid working – 2 days in the office – no set days required

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      • Would you like to work in a truly collaborative, technical environment where
      • you are part of the whole process – including full research, bespoke reports and cash flow modelling?
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      • Hybrid working – up to 50% home working
      • Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
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    • Junior Paraplanner

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      Are you unable to gain more technical experience as you are still spending so much time on admin tasks?

       

      If so, we have a role which can develop you through the next step of your career:-

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    Paraplanner – 2 x days in the office

    Overview

    Paraplanner

    Location: City, London

    Hybrid working – 2 days per week in the office

    Salary: £35,000 – £48,000 + Bonus

    Are you an experienced Diploma Qualified Paraplanner looking for your next role?

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    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
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      • Would you like to work in a truly collaborative, technical environment where
      • you are part of the whole process – including full research, bespoke reports and cash flow modelling?
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      • This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
      • Hybrid working – up to 50% home working
      • Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
      • Birthday off + BH. Pension matched up to 7.5%,

      So, if the time is right to move roles into a practice which places a huge importance on

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  • IFA Administrator / Wealth Planning Administrator

    Job Type: Sales Support

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    Paraplanner – 2 x days in the office

    Overview

    Paraplanner

    Location: City, London

    Hybrid working – 2 days per week in the office

    Salary: £35,000 – £48,000 + Bonus

    Are you an experienced Diploma Qualified Paraplanner looking for your next role?

    • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
    • Do you feel that you are not using your technical skills as much as you should be?
    • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

    If so, we can help…

    Company/Role Information

    • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
    • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
    • Hybrid working – 2 days in the office – no set days required

    Related Jobs

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      Job Type:

      Location: Leamington Spa

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      Are you an IFA / Wealth Planning Administrator who is now looking for their next move?

      • Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
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      • Is the work you do not reflected in your salary, and you know you are being paid under market rate?
      • Would you like to work for a company who are committed to career development and are looking to progress through the business?

       

      If so, we may have the opportunity for you…..

      The Company/Role:

      • Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
      • You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
      • They have created a working environment which is enjoyable and challenging – making it professional but also personable.
      • They offer support when needed with both personal development and any on-going training that may be required for your role.

       

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      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

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      Are you a Junior Paraplanner considering your next job move?

      Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?

      Are your technical skills not being utilised properly and your career is not developing to the

      next level quick enough?

      Are you unable to gain more technical experience as you are still spending so much time on admin tasks?

       

      If so, we have a role which can develop you through the next step of your career:-

      The role/company:

      • Our client is an expanding Independent Financial Advisory firm with 16 Advisers
      • There is a clear pathway for progression through the company with a career roadmap planned
      • You will be provided with full study support and exams
      • You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
      • Please note due to the location of our client you will need to be a car driver

       

      So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837