Senior Paraplanner – Central London
Salary up to £55,000 plus benefits
A professional services business that provide financial planning and investment management to wealthy private clients and corporate entities is looking to appoint a Senior Paraplanner to work closely with two of its top producing Chartered Financial Planners. The Senior Paraplanner will initially provide high end technical paraplanning in a client facing role with the view of moving into an authorised role within 12-18 months. Once authorised the Senior Paraplanner will move into a Financial Planners position and clients will be passed over from the existing two Advisers, internal Chartered Accountants and professional connections.
Applicants must be able to demonstrate a background of providing technical paraplanning for Advisers that work on a fee-basis with wealthy private clients and have the appetite to move into advice. With a commercial nature you will also hold a minimum of Level 4 some progression towards Chartered or Certified Status / Level 6.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.