Paraplanner - Technical Support Specialist

4 days ago


London, Greater London, United Kingdom Taylor James Professional Recruitment Full time

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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