Paraplanner Professional

2 days ago


London, Greater London, United Kingdom Tate Recruitment Full time
Key Responsibilities

The Senior Paraplanner will be responsible for:

  • Conducting fact-finding calls with clients to evaluate objectives, portfolio holdings, time horizon, cash flow needs, and financial situations.
  • Reviewing and formulating plans for clients with highly specialized situations.
  • Assessing existing pension and investment bond arrangements for suitability for transfer/surrender.
  • Directly communicating advice to clients and presenting written proposals and recommendations for transfers.
  • Collaborating with other departments to enhance client outcomes through resource development and training.

We offer a competitive salary of £70,000, a hybrid working model, and a collaborative working environment with ongoing training and educational support.



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