Are you an experienced Chartered Paraplanner seeking an exceptional opportunity to showcase your technical prowess and work alongside high-end clients in the heart of London? Look no further! An established IFA team is on the lookout for a skilled Charertered Paraplanner to join their ranks and contribute to their legacy of excellence. You will be working on highly technical cases from a range of HNW to UHNW clients within the NHS.
Salary Range: £55,000 - £70,000
Holistic Growth: This IFA firm don’t just offer a job; they offer a pathway to your aspirations. Develop your career as a technical Paraplanner or transition towards becoming an adviser, in line with your ambitions. You will be working with the Director of the firm meeting clients and scoping advice and making recommendations based on your research.
The Advisers have cultivated a distinguished client book spanning over 25 years, exclusively through referrals, reflecting the trust and reputation they have built.
Robust Support: With the backing of two experienced Paraplanners, a dedicated Technical Administrator, and a Chartered Paraplanner, you'll thrive in an environment designed for collaboration and growth.
Community Spirit: Embrace a friendly work culture where team bonding extends beyond office hours, ensuring a vibrant social dynamic among our colleagues.
Your Role:
- Utilise your seasoned experience as a Paraplanner within a Financial Planning environment to deliver strategic financial solutions tailored to our clients' unique needs.
- Partner with two accomplished Advisers to devise meticulously crafted financial plans that secure the future of our discerning clients.
- Leverage the expertise of our collaborative team, including two Paraplanners and a Technical Administrator, to streamline operations and enhance client experiences.
- Immerse yourself in a journey towards Chartered status, guided by our commitment to support your professional growth and excellence.
Requirements:
- Proven Experience: You possess a track record as a Paraplanner in a Financial Planning environment, demonstrating your adeptness in providing strategic financial insights.
- Diploma Level 4: Hold a Level 4 Diploma, showcasing your commitment to professional development and industry knowledge.
- Achieved Chartered status or demonstrated profession towards.
an environment where excellence is rewarded, and aspirations are realized. Join us today in London's thriving financial landscape.