Paraplanner

Taylor James Professional Recruitment

Posted 20 hours ago, valid for 11 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

We are seeking a diploma qualified paraplanner to join a chartered firm of financial planners on a permanent basis.
The role requires a minimum of 2 years of technical paraplanning experience and offers a starting salary of approximately £55,000.
Key responsibilities include providing technical support to financial planners, attending client meetings, and conducting extensive product research.
Candidates should have cashflow modelling experience and a Level 4 diploma, with experience in a high-net-worth environment being desirable.
Flexible working options are available, and interested candidates should submit their CV or connect with Paul 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 2 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 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 Taylor on LinkedIn.

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