Senior Paraplanner

3 days ago


London, United Kingdom Reed Insurance Full time

I am seeking a “career” paraplanner to join the well established team of a prominent, privately owned wealth management firm.

The role sits within a team of 3 experienced Paraplanners providing support to 6 financial planners who are providing cash flow modelled, fee based advice to private clients.

This is a hybrid working role requiring a minimum of 2 days in the office per week and requires at least 3 years relevant paraplanning experience gained with an IFA/Wealth Management business.

In addition to this, the client would like to see:

- A minimum of Dip PFS level qualification
- An understanding of cash flow modelling and experience of using relevant tools e.g. Voyant
- Good technical knowledge of tax planning and trusts

The client offers a fabulous working environment and extensive benefits including Pension, DIS, CIC, Share options, Discretionary annual bonus, 25 days holiday, professional body membership


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