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Chartered Paraplanner

3 months ago

City of London, United Kingdom Taylor James Professional Recruitment Full time

Our client, an award winning and chartered firm of financial planners are looking to recruit a Chartered Paraplanner to join their city of London based team.


This is a fantastic client facing role, working closely with one of senior partners & supported by a team administrators & junior paraplanners.


Full client job spec available on request.

Duties & responsibilities will include (not limited to):

  • Preparing for & attending client meetings
  • Gathering & analysing comprehensive, detailed information from clients
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • To complete compliant suitability reports
  • Cashflow modelling
  • Carrying out regular reviews of clients' financial plans, circumstances & their objectives
  • Dealing with complex client queries
  • Chartered status (or near to completion)
    essential:
  • 3 years + paraplanning experience
    essential:
  • Experienced in dealing with High Net Worth clients (desirable)
  • Cashflow modelling
experience (desirable)

What's on offer:

  • Starting basic salary of up to c £65,000 + bonus
  • Flexible & homeworking
  • Extensive benefits package


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.