Paraplanner - Technical Support Specialist
4 days ago
We are partnering with a leading chartered firm of financial planners to appoint a diploma qualified paraplanner to join their team on a permanent basis.
This role offers an experienced paraplanner a real opportunity to act as an integral member of the team, supporting financial planners in providing high-quality services to HNW private clients.
Duties and responsibilities include:
- Providing technical support to financial planners, including product research and suitability letter writing
- Attending client meetings and demonstrating an awareness of compliance and regulations
- Developing and maintaining cashflow models and IHT planning strategies
- Collaborating with the team to deliver exceptional client outcomes
The ideal candidate will have:
- At least 3 years of technical paraplanning experience
- A Level 4 diploma qualification
- Chartered or studying towards a chartered designation
- Experience with cashflow modelling and IHT planning
- A background in a HNW environment
In return, this opportunity offers a competitive salary of up to £55,000, plus an attractive bonus and benefits package.
Flexible working arrangements are available.
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