Location
London
Salary £50000 - £55000 TypePermanent WorkplaceHybrid Ref88034
Recruiter Managing This Role
Role: Paraplanner
Location: The City, London, 1-2 days a week
Salary: £50,000 £55,000
A 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:
1. Directly support with high-net-worth clients on complex cases
2. Gather research and analyse information
3. Product suitability letters and reports
4. Conduct cash flow modelling
5. Construct financial plans with the Adviser
6. Keep up to date with technical, legislative and regulatory changes
7. 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.
Whats needed to be considered?
In order to be considered for this unique opportunity, candidates need to have
8. 3+ years of experience in a Paraplanning position
9. Hold Level 4 Diploma in Financial Planning by CII
10. Experience using IO and Voyant is desirable
11. Proven experience of providing quality support to Financial Planners
12. Have excellent knowledge of investment, life and pensions products and current legislation
13. Experience with cashflow modelling
Whats on offer?
14. Competitive salary up to £55,000
15. Discretionary annual bonus of 10%
16. 7.5% Employer Pension contribution
17. Hybrid working 1-2 days a week in the London office
18. Comprehensive benefits and bonus package
19. Private Medical Insurance
20. Continual learning and development