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MB Fitzgerald
,
London, Greater London
Paraplanner / Trainee Financial Planner - Leading wealth management business
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Our client is recognised as one of the most prolific and highly regarded financial planning businesses in London, they have won more financial planning awards than any other business and are seen as the pinnacle of high net worth advisory services in the UK. Their current requirement is for a Paraplanner to join the business to provide support to a Financial Planner & Director. Within this organisation each team work in pods of; 1 Director, 2/4 Senior Planners, 2/3 Senior Paraplanners (some of whom are CF30) & Financial Planning Administrators/PA’s. This role will be within a Senior Paraplanner capacity although for the right candidate there may be an opportunity to attain CF30 from day one. You will provide support to the Director & Senior Planners on a daily basis and will have client contact both over the phone and attending meetings. This business have some of the best paid staff within the financial planning industry and although they rarely recruit due to virtually no staff turnover, they are currently in the market to recruit for a Senior Paraplanner. This is a very rare opportunity to attain a role within one of the leading advisory businesses within the UK. The package on this position will be £35,000-£40,000. On top of a market leading salary you will be offered a 10-15% bonus benefits package.