Job Title: Paraplanner
Salary: Commensurate with experience
Start Date: Immediately
Job Type: Full Time, Permanent
Hours: The core hours are 09:00 to 17:30 Monday to Friday, but at times there will be a requirement to work outside these, including attendance at events the company organises for clients and professional connections.
Established in 2007, the firm employs circa 20 people and provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad.
The firm acts for a wide range of clients, and is recognised as being a leader in its field by both third party professionals and industry media, having recently won the City Wealth Magic Circle award – Financial Advisory Firm of the Year – for the second year running.
More details about our firm can be found here.
The main accountabilities of the role are:
- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- Providing technical resource to the adviser team
- Acting as an effective point of liaison between adviser and support teams
- Contributing to the continued improvement of the client experience and the firm’s knowledge base
It is anticipated that the successful candidate will be qualified to at least QCF level 4 (Diploma), have experience of dealing with complex planning situations and being a point of contact for clients, and be able to demonstrate their ability to work under pressure.
The core hours are 09:00 to 17:30 Monday to Friday, but at times there will be a requirement to work outside these, including attendance at events the company organises for clients and professional connections.
Who will this role suit?
The role will suit an individual with a positive attitude who also has a strong and conscientious work ethic, and is keen to get broad-based experience across financial planning and investment management at a leading advisory firm, with exposure to more detailed technical work.
Support for professional study is available and the company actively encourages staff to progress their careers.
Compensation will be agreed with the successful candidate in line with their experience, to include salary, potential bonus and benefits.
Are you interested in joining the Strabens Hall team?
If you would like to apply for the above position please send your CV, with a covering letter by email, to firstname.lastname@example.org. Please use the job title as the email subject.