We are partnered with a chartered firm of financial planners to appoint a diploma 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.
- Duties & responsibilities (not limited to):
- 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 candidate:
- C 2 years + technical paraplanning experience (essential)
- Level 4 diploma qualified (essential)
- Cashflow modelling experience (desirable)
- Experience gained within a HNW environment (desirable)
In return this opportunity offers a starting salary of up to c £55,000 + attractive bonus & wider benefits package (available on request)
Home & flexible working is on offer.
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul James Taylor on LinkedIn.