Financial Divisions
Paraplanner
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Senior Paraplanner (chartered or close to completion)
Remote role with quarterly trips to offices
£45k - £60k basic salary plus up to 20% bonuses and benefits
- 25 days annual leave plus bank holidays
- 5+ additional days leave for personal matters
- Pension scheme, income protection, life cover
My client are a boutique wealth planning firm with offices across the UK who offer financial advice to UHNW accumulators, families, and SME owners with a minimum of £1m invested and the top client holding £20m. 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 and their support teams are equally qualified, diploma qualified, or chartered.
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The business has extensive plans to grow and will be seeking to double their adviser count and thereafter recruit more support staff. They currently require a career paraplanner, ideally chartered or very close to completion to join their team and you can work remotely but access one of their offices a few days per quarter. 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 but up to £60k plus bonuses.
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If this role sounds of interest or any other roles I am working on, please get in touch - peter@financialdivisions.co.uk
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