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Technical Paraplanner

2 weeks ago

London, United Kingdom mbf. Full time

The highly regarded Financial Planning arm of a prestigious Investment Manager is currently looking to hire a Paraplanner to join their London office. Hybrid working offering three days in the office and two at home.
The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their Financial Planning offering has become a real focal point of their development over the past few years so they are looking to add to theirexisting technical support function.
You will be responsible for Researching Funds and writing bespoke suitability reports for Financial Advisers. You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore,you should have a string technical knowledge of Pensions, Inheritance Tax including Estate Planning and Trusts and Financial Protection. Experience of working in a fee-based Financial Planning environment is essential.