Full job description*Junior Paraplanner
*Chartered IFA firm
*City of London offices - near Moorgate Station
*2 days in the office per week after probation
*£38k - £40k basic salary plus benefits package
*Full training and study support towards Level 4 diploma
My client is a Chartered boutique wealth planning business with offices across in the the City of London who have been operating for 20 years with significant financial backing and £10bn AUM. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £10m of assets to invest. They have a Private Office team who deal with clients with £50m+.
Due to an internal promotion a paraplanner role has become available. You will have 6 – 12 months of paraplanning experience in an independent financial advice firm who can draft suitability reports on pensions, investments, tax planning, retirement planning, CGT, bonds etc. Full training will be provided on their systems and platforms. You will be working in a pod with 2 established advisers and a senior paraplanner and an administrator. The ideal candidate will have completed 2 - 3 RO exams and written basic suitability reports.
Contact Peter Fozard at Financial Divisions.