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Chartered Senior Paraplanner

3 weeks ago

London, United Kingdom Heat Recruitment Full time

**Paraplanner / Technical Consultant / Chartered Paraplanner / Adviser Support / Financial Planning / Wealth Management / Wealth Planning / Paraplanning / CII**

**Role: Chartered Senior Paraplanner
Location: The City, London

**Salary**: £55,000 - £70,000**
A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Chartered Senior Paraplanner to directly support one Financial Adviser.
You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years.
This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.
Please note: To be considered for this role you must be Chartered via the CII and have at least 5 years of relevant experience in a similar role.
You will have the opportunity to:

- Directly support with high-net-worth clients on complex cases
- Prepare for and attending client meetings
- Gather research and analyse information
- Product suitability letters and reports
- Conduct cash flow modelling
- Communicate with clients directly on complex queries
- Construct financial plans with the Adviser
- Keep up to date with technical, legislative and regulatory changes
- Supervise the work of the Administrators

You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.

**What’s needed to be considered?**
- Hold Chartered Financial Planner status by CII
- Experience using IO is desirable
- Proven experience of providing quality support to Financial Planner
- Have excellent knowledge of investment, life and pensions products and current legislation
- Experience with cashflow modelling

**What's on offer?**
- Competitive salary up to £70,000
- Discretionary annual bonus
- Hybrid working - 1 or 2 days a week in the London office
- Comprehensive benefits package
- Continual learning and development

**What next?**

**Paraplanner / Technical Consultant / Chartered Paraplanner / Adviser Support / Financial Planning / Wealth Management / Wealth Planning / Account Manager