Location: City of London

Salary: £40,000 – £50,000

Are you a paraplanner looking for your next challenge? Would you relish the opportunity to continue professional development through to chartered or fellow, and become a subject matter expert for the company in an area of financial planning that was of significant interest to you? Then this fantastic paraplanning role could be the next step for your career.

Our client, based in London close to Bank station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.

The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships.

Benefits include –

  • Flexible working between home and office after probation – an ideal split being 2 days from home and three in the office.
  • A generous bonus scheme of up to 12% – This is a company that truly take huge pride in their employees and recognise their value. This is reflected through their generous and achievable bonus scheme,
  • Other Benefits include various team incentives and social aspects, as well as a continuous flowing dialogue with the employees and regular appraisals to ensure everyone feels supported, challenged, and feels the different areas of the business are set up in the best possible way to harness the job at hand.
  • It is a varied and dynamic team of around 50 employees currently, with an enthusiastic and supportive team atmosphere.

The role

The company are now looking for an experienced paraplanner to join their team, and work alongside 4 other paraplanners supporting 5 Directors. Full administrative support is provided through two senior administrators and junior administrators who are placed in the administrative function for 9/12 months as part of their trainee adviser programme. Therefore, the role will be predominantly paraplanning, and will include complex technical support such as cash flow forecasting and suitability report writing.

The main highlight of this opportunity is the career track now carved out for the paraplanners in the company. The company truly does value paraplanners in the business and recognise that whilst some may wish to move through to advice – something that too is an option here – some may want other progression routes and challenges to focus on. They have therefore mapped out a clear path for paraplanners to achieve chartered and fellow status, become senior paraplanners, and also become a subject matter expert in a particular area of interest if desired. All paraplanners work closely with advisers and sit in on meetings etc to be involved and have ample client exposure if desired as well. The typical starting salary is between £40,000 – £50,000 DOE with up to a 12% bonus, and the progression routes include the opportunity for that base to steadily increase to £65,000 base plus bonus.

Desirable experience

The role would suit any paraplanner that really takes pride in harnessing the adviser support/paraplanning function within a business, and enjoys a mixture of the technical support aspects, mixed with regular contact with clients and advisers alike.

Level 4 diploma within financial planning or equivalent is desirable.

This role would also suit anyone who really enjoys the paraplanning function and would relish this function for the foreseeable future. However, If an individual had aspirations to eventually move through to advice, this too would not be discouraged here.

If you are seeking a challenging and varied role within a successful, and highly social team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.

If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.