Chartered Paraplanner

Taylor James Professional Recruitment

Posted 9 days ago, valid for 3 days

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

Our client, an award-winning chartered firm of financial planners, is seeking a Chartered Paraplanner for their London team.
The role involves client interaction, preparing for meetings, conducting product research, and creating suitability reports.
Candidates should have approximately 3 years of paraplanning experience and ideally be experienced in working with High Net Worth clients.
The starting salary for this position is up to £70,000, with an additional 10% bonus and a comprehensive benefits package.
Flexible working arrangements, including homeworking, are also offered.

Our client, an award winning and chartered firm of financial planners are looking to recruit a Chartered Paraplanner to join their city of London based team.

This is a fantastic client facing role, working closely with one of senior partners & supported by a team administrators & junior paraplanners.

Full client job spec available on request.

Duties & responsibilities will include (not limited to):

Preparing for & attending client meetings

Gathering & analysing comprehensive, detailed information from clients
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
To complete compliant suitability reports
Cashflow modelling
IHT Planning
Carrying out regular reviews of clients’ financial plans, circumstances & their objectives
Dealing with complex client queries

The candidate:

Chartered status (or near to completion) essential
c 3 years + paraplanning experience essential
Experienced in dealing with High Net Worth clients (desirable)
Cashflow modelling experience (desirable)

What’s on offer:

Starting basic salary of up to c £70,000 + 10 bonus
Flexible & homeworking
Extensive benefits package

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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