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Senior Paraplanner

3 weeks ago

London, United Kingdom Heat Recruitment Full time

**Senior Paraplanner - £40,000 - £60,000 - City of London**
My client is a medium-sized, well-respected Wealth Manager and DFM that seeks to build a long-term, trusting relationship with their clients.

They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and ability to find the best solutions for their clients.

They are looking for a Senior Paraplanner (or experienced Paraplanner looking to step up) to assist with the provision of a high-quality, relationship-based service to clients focusing on structuring, funding and
drawing from portfolios.

You will part of a technical team and be actively involved in the back office process as a key member of a back office team.
**Key Role Responsibilities are**:

- New client onboarding
- Attending client meetings as required
- Preparation of suitability letters and recommendation reports
- Conduct research on behalf of the Adviser
- Drafting advice in portfolio structuring reports
- Funding and drawing from portfolios:

- Report writing documenting the review of existing investments, pensions, ISAs
- and other investment types
- Dealing with client queries
- Provide all advice within a strict ethical and compliance framework
- Update back office systems

**What’s needed for me to be considered?**
- Level 4 Diploma qualified via the CII, or close to qualified
- Experience working in a service oriented IFA / wealth management company
- Experience in Pensions Transfers/IHT Planning/Trusts is desirable
- Ability to commit to 100% office based

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

**Job Synonyms**:
Technical Consultant, Financial Planning Assistant, Trainee Financial Planner, Associate Adviser