Paraplanner - Asset Allocation Expert

3 weeks ago


London, Greater London, United Kingdom Tate Recruitment Full time
About the Role

This is an exciting opportunity to join our UK New Business team as a Paraplanner - Asset Allocation Expert.

The successful candidate will be responsible for providing regulated advice on various financial areas, including pension transfers, bond surrenders, investment taxation, and structure suitability.

The role involves working closely with the team to formulate asset allocation recommendations and write suitability reports.

The salary for this role is estimated at £65,000 per annum, depending on experience.

You will need to have a University degree or equivalent combination of education/experience, as well as a Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma, and 3+ years of experience in the financial services industry.

Benefits include a collaborative working environment, ongoing training, educational support, and employee appreciation events.



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