Paraplanner

Paraplanner - North East London, London

Ref: 737Wednesday 15 June 2022

Up to £48,000

We are an Independent Financial Planning business based a short distance from Finchley Park.  We provide boutique holistic advice to numerous high profile personalities.

 

The People

 

We have people from all different backgrounds so we're sure you will fit in and find a friend here!

We want you to be our new Paraplanner!

 

Role Function

 

Working alongside one of our Senior Paraplanners, you will be supporting the business’ Senior Adviser in delivering advice to over 100 UHNW clients with average investable assets of £1M.

 

You will be exposed to holistic and complex cases, including IHT, Estate Planning.

 

The Benefits

 

  • Salary up to £48,000
  • Bonus
  • Pension – Rising to 10%
  • Hybrid Working (2 days from home)
  • Support & Training Bonus’ in line with continued examinations and experience
  • 28 days annual leave including bank holidays
  • Option to buy holiday (up to 5 days)
  • Life Assurance Policy

 

The Development Opportunities

 

Options to progress into advising, if so desired, or grow into different roles within the company.

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