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We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner.
Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.
Role Overview
- Providing technical support to financial planners
- Attending client meetings
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- Cashflow modelling
- IHT Planning
- Writing & tailoring high quality suitability letters based on consultation with the Adviser
- Demonstrating an awareness of compliance & regulations
- Full job specification available on request
Key Requirements
- Minimum 3 years experience(essential)
- Experience working with HNW clients(desirable)
- Chartered/ near to completion (essential)
The Package
- Starting salary: up to c£70,000 + bonus
- Hybrid / flexible working
- Generous Pension Scheme
- 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service
- Full study support towards professional qualifications
- Group life assurance
- Income protection
- Vitality Healthcare plus full cover for therapy and counselling
To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.