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Paraplanner

2 months ago

London, United Kingdom Taylor James Professional Recruitment Full time

We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis.

With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.

Duties & responsibilities (not limited to):

  • Providing technical support to financial planners
  • Attending client meetings (when required)
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • Cashflow modelling
  • IHT Planning
  • Writing & tailoring high quality suitability letters based on consultation with the Adviser
  • Demonstrating an awareness of compliance & regulations

The candidate:

2 years + technical paraplanning experience (essential)

Level 4 diploma qualified (essential)

Cashflow modelling experience (desirable)

Experience gained within a HNW environment (desirable)

In return this opportunity offers a starting salary of up to c £55,000 + attractive bonus & wider benefits package (available on request)

Home & flexible working is on offer.

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