Experienced Paraplanner - Private Bank

Posted 23 January by Exchange Street Financial Services

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.

Required skills

  • Financial Planning
  • Investments
  • Pensions

Reference: 32684613

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