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An established Firm of Wealth Managers, based in the heart of London are looking for an experienced Paraplanner to join its growing team. The firm has been operating for many years and has a full team of financial advisers , looking after, professionals, entrepreneurs and HNW private individuals across London and the UK. Clients typically hold between £300k and £5m+ in investable assets, with several clients above £10m. The business is built on long-standing client relationships, supported by introductions through its connections with a number of professionals. Following a strong twelve months and a healthy flow of new business, the Director is now adding to the paraplanning team.
You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT, preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently.
About you:
Diploma qualified – Must
Strong technical knowledge across pensions and investments
Client contact experience
Deep Cash flow modelling understanding, Voyant would be highly advantageous
What’s on offer
£45,000 – £55,000 basic salary plus bonus and benefits.
A collaborative team of experienced Paraplanners and advisers.
Beautiful offices with a pool table and free coffee.
Pod style training and support.
Access to Clients form day 1!
If this role sounds suitable, please do get in touch with Laura today…