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Paraplanner

3 weeks ago

London, United Kingdom Fram Search Full time

* Chartered financial planning company
- Competitive salary
- Hybrid working
Fram are currently working with a chartered financial planning company based in London. Our client specialises in Ethical investments and are seeking an additional paraplanner to join their experienced team. This role would be to support two chartered advisors,so a level 4 or higher qualified paraplanner would be preferred. However, as the existing team is very experienced, they will consider someone working toward level 4 if they have some paraplanning experience within an IFA.
Responsibilities will include:

- Working with advisor to collate advice for client
- Produce financial planning and investment suitability letter across a range of areas - IHT, Cashflow forecasting, VCT, EIS etc
- Occasional attend client meetings with advisors
- Act a point of contact to answer technical questions
- Assist with the development of FP review
The role is currently hybrid working consisting of two day a week in office. Our client will also encourage working towards chartered status.