Paraplanner

Heat Recruitment

Posted 20 days ago, valid for 9 days

London, Greater London EC1R 0WX

Full Time

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Role: ParaplannerLocation: The City, London, 1-2 days a weekSalary: £50,000 - £55,000A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Level 4 qualified Paraplanner to directly support one Financial Adviser with looking after a busy and growing high-net-worth client bank.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 Level 4 qualified (ideally via CII) and have at least 3 years of relevant experience in a similar role.You will have the opportunity to:

Directly support with high-net-worth clients on complex cases
Gather research and analyse information
Product suitability letters and reports
Conduct cash flow modelling
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 -

3+ years of experience in a Paraplanning position
Hold Level 4 Diploma in Financial Planning by CII
Experience using IO and Voyant is desirable
Proven experience of providing quality support to Financial Planners
Have excellent knowledge of investment, life and pensions products and current legislation
Experience with cashflow modelling

What's on offer?

Competitive salary up to £55,000
Discretionary annual bonus of 10%
7.5% Employer Pension contribution
Hybrid working - 1-2 days a week in the London office
Comprehensive benefits and bonus package
Private Medical Insurance
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.