Senior Technical Paraplanner

Our client is looking to recruit a Senior Technical Paraplanner
to join their privately owned, independent financial planning business

The business works with private clients, charities and
businesses providing independent financial planning and investment management
to enable their financial objectives and aspirations. Due to the quality of
their service, the business generates most of their new clients through word of
mouth referrals.

The company consists of 40 people. In this role, you will be
working one of the founding partners as part of a pod model, consisting of
yourself, a Junior Paraplanner and a dedicated Administrator. Therefore,
benefiting from being part of a dedicated unit plus wider team to share ideas
and learn from.

Their client bank includes a range of wealth types and at
every stage of their financial journey from those starting to grow their
assets, through to those drawing income or looking to pass their wealth to the
next generation(s).

As a Senior Technical Paraplanner, you will be utilising
your technical knowledge and experience to assist in creating bespoke
investment portfolios, pensions and inheritance tax. Full job description
available

You will be joining a loyal team with very high staff
retention, operating a flat structure with no glass ceiling. This vacancy is
available due to the existing incumbent progressing internally.

Senior Technical Paraplanner Requirements

• You should
  be Chartered qualified or close to achieving this
• You
  must have 5+ years’ experience as a Paraplanner with excellent technical
  knowledge
• You
  must be self-motivated, with ability to pick things up quickly
• You
  need to be confident in front of HNW & UHNW clients (you will attend
  some client meetings)

Senior Technical Paraplanner Benefits

• Salary of circa £60,000 plus discretionary bonus
• Ideally
  office based in their Central London premises, with potential for up to 2
  days from home
• Highly
  collaborative environment, with regular team social activities and events
• Privately
  owned and managed firm
• Longstanding
  business with 50+ years heritage

Location

Central London

Call
us now on 0208 0044 154 or click Apply 

Liability
and Disclaimer

Whilst
Premier Jobs UK uses all reasonable efforts to ensure the information contained
in our adverts including any salary, benefits or on target earnings are
accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may
arise out of any person relying on or using any information