SENIOR PARAPLANNER ( Family Office), London, C £65k, 3 days in the Office - Financial Divisions : Job Details

SENIOR PARAPLANNER ( Family Office), London, C £65k, 3 days in the Office

Financial Divisions

Job Location : London, UK

Posted on : 04/03/2025 - Valid Till : 15/04/2025

Job Description :

Career enhancing opportunity with great benefits

Exceptional opportunity for a technical experienced Senior Paraplanner to join a very well-established London based Family Office offering you full control of the entire Paraplanning process.

Opportunity Highlights

** Full exposure to complex UHNW technical cases with total AUM in excess of £2B

** Opportunity to work without supervision with full autonomy

** Fully Client facing opportunity involving live financial modelling

** Will suit a Level 4 Diploma Qualified Paraplanner ideally Chartered or close to completion.

** Perfect opportunity for an individual who enjoys the technical aspects of the paraplanning role working in a fast-paced environment

** Responsibility for all client review reports, suitability reports across cases across whole of market

** Full involvement in firm’s weekly business meetings and sitting on management committee

** Enjoy delivering training re technical planning strategies and products to the business.

Contact Camilla Howden at Financial Divisions to request the full job specification.

Salary : 60000 - 65000

Apply Now!

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