SALARY: £40,000- £52,000 DOE + BONUS

• Are you an experienced Diploma Qualified Paraplanner, or perhaps only have a couple of exams to reach Diploma level, and looking for your next role?
• Would you like to be a part of an award winning Chartered financial planning company offering holistic advice, full admin support and a great bonus structure?
• Would you like to join a company that can offer the stability and structure of a larger organisation, but with the benefits of working within a boutique team?
• Would you thrive in a set up where you will collaborate closely with adviser and experience more technical case work?
  If so, we can help

Experience:

• Paraplanning: 1 year (required

COMPANY/ROLE INFORMATION

• Our client is an established independent IFA, based in a convenient location in London – 5 minutes walk from City Thameslink or St Pauls tube
• They are a partner accountancy tax advisory and wealth management practice, and the wealth management arm is now a thriving financial services business providing Independent financial advice to private clients and businesses, through their holistic financial planning process.
• The company is also the founder member of the award-winning global network Russell Bedford International.
• They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base, the work is both challenging and gratifying.

YOUR ROLE:

As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions. You will be exposed to a wide variety of work across an exciting and varied client base

• You will be responsible for producing suitability reports
• You will be responsible for product selection and due diligence
• You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
• You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking

WHY THIS ROLE?

If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them
Job Types: Full-time, Permanent
Pay: £40,000.00-£52,000.00 per year

Additional pay:

• Bonus scheme
• Performance bonus

Benefits:

• Flexitime
• Free parking
• Paid volunteer time
• Private medical insurance
• Work from home

Schedule:

• Monday to Friday

Experience:

• Paraplanning: 1 year (required)

Work Location: In perso