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Paraplanner

Financial Divisions

BRAND NEW ROLE: CAREER PARAPLANNER VACANCY

  • Paraplanner Vacancy - Support 1 high billing advisers
  • £40K - £50K plus bonuses – Central London offices
  • 4 days in the office per week in City of London office
  • Chartered Wealth Management Firm
  • City of London offices – near Bank Tube Station
  • Lots of retirement age clients or approaching retirement
  • £500k - £3m invested per client
  • Knowledge of platforms Aviva, Transact, AJ Bell would be very advantageous
  • Full study support to Level 4 diploma and Chartered status
  • Do not need Level 4 Diploma
  • 18 months of paraplanning needed
  • Full study support to level 4 diploma and chartered status will be provided
  • Career paraplanner is required (no route to adviser)

For a confidential discussion about this role please get in touch.