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Senior Paraplanner

5 months ago

Greater London, United Kingdom Tate Recruitment Full time

Job Title: Senior Paraplanner

Location: City of London


Salary: £65k to £67.5k base range DOE + 2 annual discretionary bonuses + extensive benefits.


Work Arrangement: Hybrid working.


Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing? Join our client's dynamic team, where your expertise will contribute to the success of a company that aligns with clients' best interests through a transparent fee structure and recognized European custodians.

Benefits:

  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents.
  • 28 days annual leave, with the option to purchase up to 3 additional days per year, and up to 8 paid holidays.
  • Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees.
  • Retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
  • Gym subsidy of up to £50 per month.
  • Employee Assistance Program and other emotional well-being services.
  • A collaborative working environment with ongoing training, educational support, and employee appreciation events.


About the Role:

We are delighted to be working with our prestigious client based in Canary Wharf as they are recruiting for a Senior Paraplanner in our UK Additions Team. The role involves analyzing trading, client portfolios, and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing, requiring fact-finding discussions, suitability report writing, and advice delivery. This position follows a hybrid working model.


Senior Paraplanner Day-to-Day duties:

  • Conduct fact-finding calls with clients to evaluate objectives, portfolio holdings, time horizon, cash flow needs, and financial situations to determine suitable asset allocation recommendations.
  • Review and formulate plans for clients with highly specialized situations.
  • Assess existing pension and investment bond arrangements for suitability for transfer/surrender.
  • Directly communicate advice to clients and present written proposals and recommendations for transfers.
  • Collaborate with other departments to enhance client outcomes through resource development and training.
  • Participate in ad hoc projects to improve PCA Group efficiency.
  • Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice.

Senior Paraplanner Qualifications:

  • University degree or equivalent combination of education/experience.
  • Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice (Diploma preferable).
  • 3+ years of financial services experience required.
  • Strong understanding of Financial Planning principles and client suitability.
  • Experience working with accuracy and ability to organize/time-manage.
  • Quantitative in nature, with the ability to work under pressure and in a dynamic team environment.
  • Initial Fit and Proper (F&P) assessment required before performing the role independently, with annual Fit & Proper Assessments to ensure ongoing compliance.