Paraplanner

BRAND NEW ROLE: Fully Remote Role – Senior Paraplanner

£60k (negotiable for the right candidate)

Chartered IFA Firm

Definitive route to Adviser in 12 – 24 months

One day per week in Berkshire office

My client is a boutique Chartered IFA based in Berkshire with an excellent reputation providing the highest levels of financial advice to HNW & UHNW private clients. The business has a full team of administrators and paraplanners as well as a dedicated Compliance team.

As a result of ongoing success, a brand-new vacancy has been created by the CEO for a highly experienced Senior Paraplanner who will work with the top advisers and highest net worth clients. You will be working directly for the Head of Financial Planning/Adviser on technical cases that are a minimum of £1m+. This role is suitable for a Paraplanner who is diploma qualified and ideally Chartered or very close to completion. You must have a background in an independent financial planning business and well-rounded experience in HNW paraplanning, not just as a report writer. This role is very technical and requires deep product knowledge. Full study support and training will be provided where required, but they need someone who can hit the ground running. You will be actively involved in compiling the advice, coming up with solutions for clients, and implementing them alongside the adviser. There is a definitive route to becoming an adviser in 12 – 24 months for the successful candidate.

• Salary – c.£60k (depending on experience) plus bonuses
• Route to being an adviser in 12 – 24 months with HNW clients
• Fully remote role, but must live within 45 minutes of Newbury

If you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on, please get in touch.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

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