Job Information

Our Clients, a Wealth Management company who special in discretionary Investment Management and Financial Planning to HNW Clients require an experienced Paraplanner for offices in the City, London.

Ideally fully qualified and approx. 4 years plus experience

The role is full time and is office based.

For the right person, they may consider authorising you so that you can answer client queries or participate in meetings.

Day to day tasks include writing recommendations, answering technical queries for other members of the team as well as clients (there is the potential to attend client meetings), maintaining templates and client/internal communications and any adhoc projects that arise. 

The main back-office systems are XPlan and Figaro. Other systems used are Selectapension, iiress Exchange and Voyant. 

Report writing, mainly from templates, there is a lot of freeform writing involved rather than choosing options from a dropdown box. 

Whilst the client will be looking at qualifications, salary will also be based on experience. 

The ideal candidate would be someone with a strong technical background and report writing experience.