Paraplanning Specialist

1 week ago


London, Greater London, United Kingdom Coast Specialist Recruitment Full time

Coast Specialist Recruitment is seeking an experienced Paraplanner to join their team on a hybrid basis. The successful candidate will work 2 days in the London office and 3 days from home, providing high-level technical paraplanning services to Wealth Managers. Key responsibilities include analysing client information, conducting tax calculations, and constructing suitable solutions for clients. The ideal candidate will have a background in producing high-quality suitability reports and cash flow models, and will be able to communicate effectively with clients and colleagues. This role offers a competitive salary and benefits package, and is available immediately. The successful candidate will be responsible for providing technical support to the paraplanning team, and will work closely with Wealth Managers to deliver high-quality services to clients. The role requires a high level of technical expertise, as well as excellent communication and interpersonal skills. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply for this exciting opportunity.



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