Senior Paraplanner - Boutique IFA
We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner.Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.Role OverviewProviding technical support to financial plannersAttending client meetingsExtensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsCashflow modellingIHT PlanningWriting and tailoring high quality suitability letters based on consultation with the AdviserDemonstrating an awareness of compliance and regulationsFull job specification available on requestKey Requirements Minimum 3 years experience(essential)Experience working with HNW clients(desirable)Chartered/ near to completion (essential)The PackageStarting salary: up to c£70,000 + bonusHybrid / flexible workingGenerous Pension Scheme25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with serviceFull study support towards professional qualificationsGroup life assuranceIncome protectionVitality Healthcare plus full cover for therapy and counsellingTo be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!