At a Glance
- Tasks: Shape client strategies and support relationships while producing high-quality reports.
- Company: Independent IFA firm in London with a focus on career growth.
- Benefits: Up to £70,000 salary, excellent benefits, and hybrid working options.
- Other info: Join a dynamic team with a clear path to advancement.
- Why this job: Gain visibility and influence while progressing towards an Adviser role.
- Qualifications: 4-5+ years as a Technical Paraplanner and ambition for growth.
The predicted salary is between 70000 - 80000 £ per year.
My client, an independent IFA firm in London, is seeking a career-driven Technical Paraplanner who wants more than just a back-office position. This opportunity is for someone looking for influence, visibility, and a genuine path to becoming an Adviser.
In this role, you will:
- Work closely with a Senior Adviser, shaping client strategies and playing a key role in helping clients achieve their long-term financial goals
- Sit in on client meetings and support client relationships
- Produce bespoke, high-quality technical suitability reports
- Conduct deep research and build recommendations
- Contribute to portfolio construction
- Run meaningful cashflow modelling
- Progress toward an Adviser role with full support
We are looking for candidates with:
- 4-5+ years' experience as a Technical Paraplanner
- Chartered status, or actively working towards it
- Ambition, proactivity, and readiness for the next step
Salary up to £70,000 plus excellent benefits and hybrid working in London.
Senior Technical Paraplanner - Route to Adviser, London, Up to £70,000 + Excellent Benefits employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
