Senior Paraplanner

Posted 14 September by Recruitment Connection Ltd

Senior Paraplanner / Technical Consultant

London

Min £45,000 to £55,000 dependent upon experience and ability + benefits which includes pension contributions, PMI, PHI and DIS

My client provides in-depth independent financial advice to high net worth individuals and business owners, as well as tailored employee benefit solutions to medium sized corporates.

Working as a paraplanner, you will be responsible for preparing for and attending all client meetings wherever possible. You will need to be able to gather and analyse detailed information from clients to then be able to construct a financial plan to address each client’s lifetime objectives.

The ideal candidate will have three plus years of experience in the Financial Industry in a paraplanning role, alongside knowledge of lifetime cashflow modelling (preferably with Voyant). You will also need to have broad knowledge of esoteric products, such as EIS investments, and a good knowledge of Income Tax and both DC and DB pension transfers. You must also be at least CII Diploma qualified or equivalent.

Ref: 4887

Required skills

  • Cash Flow
  • Investment
  • Paraplanning
  • Pensions

Application questions

Are you at least CII Diploma qualified or equivalent?
Have you had at least 3 years worth of experience as a Paraplanner?

Reference: 34393009

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