About this role
Senior Paraplanner£45k - £55k basic salary plus bonuses and benefitsOffice in Putney (SW London)Whole of market financial advice firmLots of flexible working on offer My client are a boutique wealth planning firm with offices who in Putney who offer financial advice to HNW accumulators, families and SME owners with a minimum of £1m invested and the top client holding £5m+. They work with clients on a holistic basis dealing with all their financial affairs and include some very technical work. All the advisers are chartered or working towards it and their support teams are equally qualified, either diploma qualified or chartered.
The business has very extensive plans to grow and will be seeking to increase their adviser count and thereafter recruit more support staff. They currently require a senior paraplanner, ideally working towards Chartered status who can join their team and support their advisers with their existing clients and all the new enquiries coming in.
You will be working on a range of technical cases and helping compile the advice with the advisers for the clients. You will be well versed on pensions, investments, tax planning, retirement planning, IHT, estate planning, tax efficient strategies and some esoteric schemes too. Salaries are negotiable up to £55k plus bonuses and benefits.
If this role sounds of interest or any other roles I am working on please get in touch.