Are you an experienced 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 Technical 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: £50,000 - £65,000
The firm will also pay for qualifications
Holistic Growth: This IFA firm don’t just offer a job; we offer a pathway to your aspirations. Develop your career as a technical Paraplanner or transition towards becoming an adviser, in line with your ambitions.
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.
An environment where excellence is rewarded, and aspirations are realised. Join us today in London's thriving financial landscape.