Paraplanner

Advance Search & Selection Ltd

Posted 7 hours ago, valid for 8 days

London, Greater London EC1R 0WX

£65,000 - £78,000 per annum

Full Time

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Sonic Summary

The position is for a Paraplanner in Wealth Management based in London, offering a salary of up to £60,000 depending on experience and qualifications.
The role involves providing complex paraplanning support to Financial Planners and delivering bespoke solutions to high-net-worth clients.
Candidates should have previous experience in a paraplanning role and possess a Level 4 Qualification - CII Regulated Diploma in Financial Planning.
Responsibilities include conducting client reviews, providing in-depth analysis, and mentoring junior team members.
The firm offers a full benefits package, bonuses, and excellent opportunities for career development.

Paraplanner - Wealth Management

London

Salary to £60,000 dependent on your experience and qualifications, full benefits package and bonuses.

This award winning Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for an experienced paraplanner to join the team.

Responsibilities

Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.

Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.

Conduct client reviews, research solutions and write reports making recommendations.

Deliver broad analysis of client tax positions and recommendations.

Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.

Work as part of a collaborative office environment, making suggestions and recommendations.

Knowledge and experience

Good general knowledge of the products available in the wider market

Previous experience in a paraplanning role

Comfortable with investment and pension products and research tools.

Level 4 Qualification - CII Regulated Diploma in Financial Planning.

The company offer an excellent opportunity for individuals looking to develop their career.

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