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Paraplanner
Location: London (City), Flexible office attendance (1-3 days per week)
Salary: £50,000 - £70,000
Duration: Full time, Permanent
We are working exclusively with a Boutique IFA based in The City who are looking to bring on an experienced Paraplanner. The firm specialises in working with HNW past and present legal professionals and has an average client size of around £4 million
Due to the nature of the clients you will e involved in a wide range of cases including complex tax and trust planning. The firm uses an interesting mix of traditional financial planning and institutional investment techniques to create client portfolios that are predominantly passive.
Key duties of the Paraplanner
- Preparing documentation for client review meetings
- Attending and minuting client and prospect meetings
- Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
- Producing full planning reports for new clients. Investment strategy and risk approach is arrived at through the use of our proprietary investment modelling which shows outcomes as real (after inflation) annual spending amounts within a range. Altering the risk approach, changes the range of outcomes.
- Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
- In time, for the right candidate, there is likely to be the opportunity to look after a number of their own clients.
What’s on Offer?
- Salary of up to £70,000
- Flexible office attendance with no mandatory requirements
- 25 days annual leave + bank holidays, rising to 30 with service
- Potential to take on clients and move into an advisory role over time
- Study support
- Strong benefits package
What’s Next?
If you are interested in the Paraplanner position then please submit your CV and if you meet the requirements one of our consultants will be in touch within 24 hours!
Paraplanner, IFA, Report writing, Research & Analysis, Financial Planning, Wealth Manage, Financial Services
