Paraplanner

  • Sales Support
  • London
  • Posted 1 year ago

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
 
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail

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    Overview

    Paraplanner
    Location: City, London
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    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
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    • 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
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    So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail

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    Overview

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Contact us

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