Chartered Paraplanner

An exciting opportunity for a senior and experienced Paraplanner to join a boutique London firm.

Role: Senior Paraplanner
Employment Type: Full-time
Location: Central London
Experience: Min. five years relevant industry experience required
Qualifications: Chartered industry qualifications
Salary: From £60,000

Company Overview:

Capio Recruitment is proud to have partnered with a Chartered Financial Planning firm in Central London who is renowned for its commitment to excellence as evidenced by winning the City Wealth Magic Circle award for Financial Advisory Firm of the Year consecutively for two years. Established in 2007, the firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals from their offices in London and France and serves clients internationally.

Role Summary:

We require an industrious and articulate, qualified and experienced professional with a strong foundation in financial services. The selected candidate will play a pivotal role in supporting our advisers through the design and subsequent delivery of financial planning reports and solutions.

Key Responsibilities:

Technical Services:

• Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
• Sourcing of external provider solutions.

Drafting advice:

• Input into the design of planning solutions and the subsequent drafting of the advice to clients.
• Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team.

Interaction with clients:

• Stay updated with industry news and trends.
• Professionally address and acknowledge client queries promptly.

Other Duties:

• Engage in mentoring or support sessions as necessary.
• Record time and activities with accuracy

Desirable Skills and Experience:

• Familiarity with a range of products and solutions, including domestic and offshore options.
• A strong eye for detail and accuracy; excellent written and verbal communication standards

• Demonstrable ability to work commercially and independently.

Perks and Benefits:

• Support for professional career studies.
• Competitive remuneration complemented by a discretionary bonus scheme.
• Inclusive of qualifying pension, healthcare, cycle to work, and annual travel loan schemes.

Working at the firm:
You will find working in Soho a feast for the eyes, with a vast variety of shops, cafes, bars and eateries to explore along the busy side streets, with lots of interesting people. We are based just a moment’s walk away from the bustling stores on Oxford Street and Regent Street, with Chinatown and Theatreland nearby. A variety of public transport and travel links are widely available.

We hold regular in-house and external events for professionals which all members of our team are encouraged to attend. We provide quarterly team events, and an annual away-day each summer with the team taking part in ad hoc sporting and charity events.

Flexible and hybrid working arrangements are available for the right candidate subject to passing probation and general performance.

What's next:

If you think you have the desired skillset and experience to fit this role, we invite you to apply! Once you have applied, candidate's will be shortlisted and if successful, they will receive a call from Capio recruitment to begin the interview process.

Please note, all applications are appreciated but only shortlisted candidates will be contacted.