Chartered Paraplanner

Our client, an award winning and chartered firm of financial planners are looking to recruit a Chartered Paraplanner to join their city of London based team.

This is a fantastic client facing role, working closely with one of senior partners & supported by a team administrators & junior paraplanners.

Full client job spec available on request.

• Duties & responsibilities will include (not limited to):
• Preparing for & attending client meetings
• Gathering & analysing comprehensive, detailed information from clients
• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
• To complete compliant suitability reports
• Cashflow modelling
• Carrying out regular reviews of clients' financial plans, circumstances & their objectives
• Dealing with complex client queries

The candidate:

• Chartered status essential
• c 3 years + paraplanning experience essential
• Experienced in dealing with High Net Worth clients (desirable)
• Cashflow modelling experience (desirable)

What's on offer:

• Starting basic salary of up to c £75,000 + 10% bonus
• Flexible & homeworking
• Extensive benefits package

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