Senior Paraplanner

Posted 14 November by Taylor James Professional Recruitment
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We are partnered with a chartered firm of financial planners to appoint a senior paraplanner to join the team on a permanent basis.

With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.

Duties & responsibilities (not limited to):

Providing technical support to financial planners

  • Attending client meetings (when required)
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • Cashflow modelling
  • IHT Planning
  • Writing & tailoring high quality suitability letters based on consultation with the Adviser
  • Demonstrating an awareness of compliance & regulations

The candidate:

  • C 3 years + technical paraplanning experience (essential)
  • Level 4 diploma qualified (essential)
  • Chartered/ studying towards (desirable)
  • Cashflow modelling experience (essential)
  • Experience gained within a HNW environment (desirable)

In return this opportunity offers a starting salary of up to c £65,000 + attractive bonus & wider benefits package (available on request)

Home & flexible working is on offer.

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul James Taylor on LinkedIn.

Reference: 54028356

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