There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office which is local to Mayfair and Soho, where you will work closely with Financial Advisers and Investment Managers.

They keep going from strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning career within a prestigious firm that provides regular one-on-ones.

Benefits:

• Hybrid working - 2 days office, 3 from home
• £45,000
• Generous holiday allowance - 28days plus bank holiday 
• Buy and Sell scheme 
• Exam support, especially to Chartered
• Private medical
• Income protection
• DIS
• Career progression
• Plus more...

To be considered for Paraplanner opportunity, candidates need to have -

• Level 4 Diploma qualified, and hopefully keen to take further exams
• Previous paraplanning experience within an IFA Practice
• High level of analytical capability and good communication skills
• Positive, can-do attitude

What's next?

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner