Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered

Location: London, City

Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus

  • Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
  • Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
  • If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also for you.

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

This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.

This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.

Other benefits include:

  • Hybrid working between home and office – after probationary period – 2 days from home
  • This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
  • Highly Social and supportive team and various team incentives and team events.

Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.

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.