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London, Greater London
Financial planner
Paraplanner - route to adviser

Paraplanner - route to adviser

Taylor James Professional Recruitment

Posted 20 days ago, valid for 3 days

London, Greater London EC2V7NQ, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

Taylor James is seeking a qualified paraplanner to join a prestigious London financial planning firm on a permanent basis.
The role involves preparing suitability reports, assisting advisers with financial plans, and attending client meetings.
Candidates should have a Level 4 Diploma or be close to completion, with exposure to high net worth clients being desirable.
The position offers a salary of approximately £55,000, which is negotiable, along with an attractive bonus and benefits package.
Flexible and home working options are available, and interested candidates are encouraged to submit their CV or connect with Paul Taylor on LinkedIn.

Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.

Route to adviser is also available.

Duties & responsibilities (not limited to): full client job spec available

Preparing both templated & bespoke suitability reports on a full range of financial planning issues including investment, pension, protection & tax planning
Assisting advisers with creating well researched financial plans
Cashflow forecasting
Establishing strong relationships with clients & attending client meetings when required

The Person:

Level 4 Diploma/ close to completion (essential)
Studying towards chartered (desirable)
Exposure to HNW cliental (desirable)
Excellent working knowledge surrounding the key areas of Financial Planning
Strong commercial and technical knowledge
Personable & professional

In return this opportunity offers a basic salary of c £55,000 (negotiable) + attractive bonus, full study support & a fantastic benefits package.

Home & flexible working offered.

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

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