Paraplanner

Posted 11 days 9 hours ago by Heat Recruitment

Permanent
Not Specified
Other
London, United Kingdom
Job Description

Location

London

Salary £50000 - £55000 TypePermanent WorkplaceHybrid Ref88034

Recruiter Managing This Role

Role:Paraplanner
Location: The City, London, 1-2 days a week
Salary: £50,000 £55,000

A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practiceare looking to grow their Private Client team by bringing on a Level 4 qualified Paraplanner to directly supportone Financial Adviser with looking after a busy and growing high-net-worth client bank.

You will join a team that has been awardedBest Financial Adviser to Work for award for multiple years.

This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.

Please note: To be considered for this role you must be Level 4 qualified (ideally viaCII) and have at least 3years of relevant experience in a similar role.

You will have the opportunity to:

  • Directly supportwith high-net-worth clients on complex cases
  • Gatherresearch and analyseinformation
  • Product suitability letters and reports
  • Conduct cash flow modelling
  • Construct financial plans with the Adviser
  • Keep up to date with technical, legislative and regulatory changes
  • Supervisethe work of the Administrators

    • You are able to progress in this positionthrough guided professional development plans, and the full support to take furtherFinancial Planning exams.

    Whats needed to be considered?

    In order to be considered for this unique opportunity, candidates need to have

  • 3+ years of experience in a Paraplanning position
  • Hold Level 4 Diploma in Financial Planningby CII
  • Experience using IO and Voyant is desirable
  • Proven experience of providing quality support to Financial Planners
  • Have excellent knowledge of investment, life and pensions products and current legislation
  • Experience with cashflow modelling

    • Whats on offer?

  • Competitive salary up to £55,000
  • Discretionary annual bonus of 10%
  • 7.5% Employer Pension contribution
  • Hybrid working 1-2 days a week in the London office
  • Comprehensive benefits and bonus package
  • Private Medical Insurance
  • Continual learning and development