Our client is a prestigious investment house providing private banking, portfolio management and independent financial advice to a range of HNW individual and corporate clients. Enjoying an excellent reputation in the marketplace demand for their services continues to grow.
A requirement has arisen within their financial planning division for an additional Paraplanner to support their senior advisers in the provision of a range of services to their clients. Dealing with predominately HNW clients this role will be very hands on, working closely with the firm’s advisers on a range of investment, pension and protection cases, although it is expected to have a pensions bias (e.g. SSAS & SIPP).
Carrying out research and compiling reports/suitability letters will form the major aspects of the role, although it is expected that the successful candidate will have a big part to play in the overall management of each client.
Given the demands of the role applicants must currently be operating in a similar capacity as a Paraplanner in a financial planning organisation. Technical knowledge of investments, drawdown, SIPPs and IHT planning is expected, with it particularly advantageous if pensions and tax mitigation are a speciality.
Applicants must be educated to Diploma level or be close to achieving this status.
On offer is a very competitive package with a long list of fringe benefits and an excellent working environment in a very stable company.
- Financial Planning