Senior Paraplanner (Client Facing)The City, LondonHybrid or Home-based£55,000 - £65,000 FTEThis is a part-time role at 30 hours per week. Ideally Monday - Thursday but there is a degree of flexibility.A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a near-Chartered, Senior Paraplanner to directly support one Financial Adviser.This will be a client-facing position with a responsibility to assist with HNW clients.You will join a team that has been awarded Best Financial Adviser to Work for award for multiple years. This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth. Please note: To be considered for this role you must be near-Chartered via the CII and have at least 5 years of relevant experience in a similar role.You will have the opportunity to:

Directly support with high-net-worth clients on complex cases
Prepare for and attending client meetings
Gather research and analyse information
Product suitability letters and reports
Conduct cash flow modelling
Communicate with clients directly on complex queries
Construct financial plans with the Adviser
Keep up to date with technical, legislative and regulatory changes
Supervise the work of the Administrators

You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

5+ years of experience in a Paraplanning position
Hold Chartered Financial Planner status by CII, or close to completion
Essential exams are AF1 and AF8, and AF4 would be desirable
Experience using IO is desirable
Proven experience of providing quality support to Financial Planner
Have excellent knowledge of investment, life, tax, trusts, and pensions products and current legislation
Experience with cashflow modelling

What's on offer?

Competitive salary up to £65,000
Hybrid and home-based working (travel to London for meetings)
Discretionary annual bonus
Comprehensive benefits package
Continual learning and development

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Senior Client Facing Paraplanner