Senior Paraplanner

We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion 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.

Role Overview (full job spec available on request)

• 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 Person

• C 4 years + technical paraplanning experience (essential)
• Chartered/ near to completion (essential)
• Cashflow modelling experience (desirable)
• Experience gained within a HNW environment (desirable)

The Package

• Basic starting salary c£65,000 + 10% bonus
• 3 days in the office & 2 from home
• 25 days holiday + Christmas shutdown
• 5% matched pension contributions
• 4 x Life Cover
• Cash plan
• PMI

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.