Financial Divisions
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…
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.