About this role
Mayfair, Hybrid working
A well-established and growing wealth management firm in Mayfair, London, is looking to hire an experienced Administrator / Junior Paraplanner to join their collaborative technical team. Circa 800 clients from strong referral streams and financial education initiatives.
This is a key hire supporting the Head of Paraplanning, working closely with the team. The role will suit someone able to do calculations, answer queries, and help elevate the overall quality of advice output.
The Role
- Reviewing and checking complex calculations
- Providing guidance and mentorship to junior team members
- Working across pensions, investments, and protection cases
- Assisting with platform work and recommendations
To be considered for this position
- Minimum 2years’ financial planning experience
- Ideally working towards the CII Level 4 qualification
- Strong technical knowledge across pensions and investments
Salary & Benefits
- Up to £40,000 (depending on experience/ qualifications)
- Discretionary bonus
- 25 days holiday
- Pension (currently being enhanced)
- 4x death in service
- Hybrid working (post-probation, which is 4months)
- Flexibility around hours (compressed hours / later start-finish options)
Keen to find out more? Apply today or contact me directly for a confidential discussion.