Paraplanner

Taylor James Professional Recruitment

Posted 12 days ago, valid for 9 days

London, Greater London EC2V 7WS, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The position is for a diploma qualified paraplanner with a chartered firm of financial planners, focusing on high net worth clients.
Candidates must have at least 3 years of technical paraplanning experience and hold a Level 4 diploma.
Key responsibilities include providing technical support, attending client meetings, conducting product research, cashflow modelling, and writing suitability letters.
The starting salary for this role is up to £55,000, along with an attractive bonus and benefits package.
Flexible working arrangements are available, and interested candidates should submit their CV or connect with Paul James Taylor on LinkedIn.

We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis.

With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.

Duties & responsibilities (not limited to):

Providing technical support to financial planners
Attending client meetings (when required)
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

The candidate:

C 3 years + technical paraplanning experience (essential)
Level 4 diploma qualified (essential)
Chartered/ studying towards (desirable)
Cashflow modelling experience (essential)
Experience gained within a HNW environment (desirable)

In return this opportunity offers a starting salary of up to c £55,000 + attractive bonus & wider benefits package (available on request)

Home & flexible working is on offer.

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

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