Paraplanner - Exclusive to Taylor James

2 weeks ago

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

Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.

Duties & responsibilities (not limited to)**:full client job spec available**
- Preparing both templated & bespoke suitability reports on a full range of financial planning issues including investment, pension, protection & tax planning
- Assisting advisers with creating well researched financial plans
- Cashflow forecasting
- Establishing strong relationships with clients & attending client meetings when required

The Person:

- Level 4 Diploma/ close to completion (**essential**)
- Studying towards chartered (desirable)
- Exposure to HNW cliental (desirable)
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable & professional

In return this opportunity offers a basic salary of c £55,000 (negotiable) + attractive bonus’, full study support & a fantastic benefits package.

**Home & flexible working offered.**

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

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