Paraplanner

7 months ago

Greater London, United Kingdom Tate Recruitment Full time

Job Title: Paraplanner

Location: City of London


Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.


Work Arrangement: Flexible Hybrid working.


Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing? Join our client's dynamic team, where your expertise will contribute to the success of a company that aligns with clients' best interests through a transparent fee structure and recognised European custodians.

Benefits:

  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents.
  • 28 days annual leave, with the option to purchase up to 3 additional days per year, and up to 8 paid holidays.
  • Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees.
  • Retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
  • Gym subsidy of up to £50 per month.
  • Employee Assistance Program and other emotional well-being services.
  • A collaborative working environment with ongoing training, educational support, and employee appreciation events.


Role Overview:

As an experienced Paraplanner, you will join Europe's UK New Business team, providing regulated advice on various financial areas such as pension transfers, bond surrenders, investment taxation, and structure suitability. Reporting to your Team Leader, you will formulate asset allocation recommendations and write suitability reports.


Key Responsibilities:

  • Assess clients' financial situations to determine suitable asset allocation recommendations.
  • Evaluate prospective client objectives, portfolio holdings, time-horizon, and cash flow needs.
  • Review and formulate plans for clients with highly specialized situations.
  • Evaluate existing pension and investment bond arrangements to determine suitability for transfer.
  • Create and lead training sessions for other groups within the firm.
  • Contribute to ad hoc projects aimed at improving the efficiency of PCA Group.
  • Adhere to the Training and Competence (T&C) scheme to ensure regulatory compliance.


Qualifications:

  • University degree or equivalent combination of education/experience.
  • Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
  • 3+ years of financial services experience.
  • Strong organisational and time-management skills.
  • Quantitative in nature with an ability to work under pressure in a dynamic team environment.
  • Exceptional understanding of portfolio management philosophies and financial planning principles.
  • Must undergo an initial Fit and Proper (F&P) assessment before performing the role independently, with annual assessments to ensure ongoing compliance.


  • This is an excellent opportunity to join a company that values its employees, offering a collaborative working environment and a range of benefits to support your long-term goals. Apply now and contribute to a team committed to providing unmatched service in the financial industry.

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