Financial Administrator Trainee Paraplanner Vacancy – 33k – 35k + Bonus Full Study Support

Type: Trainee
Region: London

Financial Administrator/ Trainee Paraplanner Vacancy – £33k – £35k + bonus, Full study support – Chartered IFA firm

My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. They have 500 clients in their current setup with on average £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London with over £1m of investable assets.

The Managing Director is creating a brand new role for a Financial Administrator/Trainee Paraplanner to be supporting the team of Chartered Financial Advisers. You will be allocated an Adviser to support and you will act as their “go-to-person” relating to all technical matters and report writing. Experience within an independent financial advice business will be key and you will ideally be working towards your level 4 diploma but this is not essential. This role will be suitable for a progressive candidate who is perhaps a Financial Administrator and wants to take their next step up and learn to become a Paraplanner. Full training and study support packages towards your diploma and Chartered status will be provided. If you aspire to be a Financial Adviser then full training will be provided and you could be an adviser in the much longer term as some Advisers are approaching retirement and will need replacements.

• £33k – £35k + bonuses
• 4 days in the office per week (more flexibility can be offered)
• Full study support towards level 4 diploma and chartered status
• Benefits: pension, death in service cover, income protection,
• 25 days holiday

If you are working within a Private Client Wealth Management role, providing holistic paraplanning 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