Senior Paraplanner

Our client, a highly successful Investment Manager and IFA based in Barnet is looking for a talented Senior Paraplanner/ Report Writer to join their continually growing business and help develop their already highly respected Client Support Team.

Working with pensions, ISA’s, General Investment Accounts, Investment bonds and trusts, this is a hybrid role that will be writing New Business Suitability Reports and providing Ongoing Financial Advice to Existing Clients. The reports focus will be on thesuitability of defined contribution pension switches, transfers with meeting clients long term objectives.

The role also entails financial advice report writing covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and laterlife planning.

To be considered, applicants should ideally have at least the Level 4 qualified Diploma in Financial Planning/ Regulated Financial Planning as well as relevant "hands on" experience in paraplanning that has been gained in the financial services market.

This is a fantastic opportunity to work with genuine very high-net worth UK clients and potentially progress into an adviser with a modern and efficient approach to private client advice and asset management