Paraplanner | City of London | Up to £50,000 + Excellent Benefits

Are you a Paraplanner looking for your next opportunity within an established and growing wealth management business?

Would you like to build on your technical experience and develop your career within a business focussing on a holistic approach to financial planning, and offering access to a broad range of financial planning expertise?

Would benefits such as hybrid working up to 3 days a week, generous annual leave and and other excellent benefits be appealing?

If so, this could be an opportunity worth exploring.

The Company

Our client is an established wealth management business with over 20 years in the market, approximately £6.3 billion in client assets and a team of around 250 people across 7 offices.

They provide a broad financial planning proposition to high-net-worth individuals and families, covering areas such as investments, pensions, retirement planning, tax planning and estate planning.

The Role

As a Paraplanner, you'll play an important role in supporting Financial Advisers to deliver high-quality financial planning advice to clients.

You'll support the preparation of client recommendations, including suitability reports, across a range of financial planning areas. This is an opportunity to build on your existing paraplanning experience, strengthen your technical knowledge and continue developing your career within a wider wealth management business.

The role would suit someone who takes pride in producing accurate, high-quality work and enjoys collaborating closely with Advisers in delivering the right outcomes for their clients.

What's on Offer?

• Salary up to £50,000, depending on experience - Ideally Diploma Qualified
• 27 days' annual leave plus bank holidays.
• Hybrid and flexible working options.
• Employer-funded health cover.
• Income protection and life assurance.
• Pension options and discretionary bonus opportunity.
• Support with professional qualifications, training and development.
• Enhanced family-friendly benefits, including maternity, paternity, adoption and shared parental leave.
• Fertility-related leave and support.
• 24/7 Employee Assistance Programme.
• Eye-care contributions.
• One paid volunteering day.

Location and Working Pattern

The role is based in the City of London, conveniently located close to Bank station and within easy reach of Liverpool Street and Cannon Street.

Hybrid and flexible working options are available, with the specific working pattern to be discussed during the recruitment process

Interested?

If you're a Paraplanner looking for a new opportunity with an excellent benefits package, and the chance to continue developing within an established wealth management business, we would love to hear from you.