Senior Paraplanner Vacancy - Up to £70k, Chartered IFA firm - Central London - Work in the pod of the MD

My client are a Chartered independent wealth planning firm in Central London who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London & Southeast. In their current setup they manage the affairs of 1000 clients with assets ranging from £100k - £5m. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.

The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 20 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for a Senior Paraplanner to be based in the City of London office 3 days a week supporting the Managing Director . You will occasionally attend meetings with the MD and be their "go-to-person" relating to all technical matters and report writing. You will be working on the more technical cases and have a genuine input into the advice that is given, and you will be engaging with the MD on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status or already has Chartered status.

• Salary: Up to £70k basic salary
• Full study support towards Chartered status
• Benefits: pension, death in service cover, income protection,
• 25 days holiday + bank holidays
• Opportunity to work from home after passing probation (2 days WFH)

If this role sounds of interest or any other roles I am working on please get in touch.