Role: Chartered Senior Paraplanner Location: The City, London A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to directly support one Financial Adviser. You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years. Directly support with high-net-worth clients on complex cases Construct financial plans with the Adviser Keep up to date with technical, legislative and regulatory changes You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams. Hold Chartered Financial Planner status by CII ~ Proven experience of providing quality support to Financial Planner ~ Have excellent knowledge of investment, life and pensions products and current legislation ~ Competitive salary up to £65,000 ~ Discretionary annual bonus of 10% ~5% Employer Pension contribution ~ Hybrid working – 2 days a week in the London office ~ Comprehensive benefits and bonus package ~ Private Medical Insurance ~
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Heat Recruitment Recruiting Team