Job Details

Technical Paraplanner Flexible Working

Sector:Financial Services

Region : Greater London

Location: Central London

Salary: £50,000-£60,000 DOE

Job Ref.: CL1307PPL

Job Information

A fantastic new opportunity to join a fully independent firm of successful Wealth Managers based in central London who require a Senior Paraplanner to join their already established team. They offer flexible working.

Experience:

· Minimum 3 years working experience in a similar paraplanning role.

· High level of technical knowledge.

· Minimum Level 4 qualification plus at least one qualification towards Advanced Diploma in Financial Planning. We will consider those working towards an advanced qualification dependent on experience.

· Prior experience working as a paraplanner for HNW private clients.

· Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint. A strong working knowledge of Voyant (cash flow modelling tool).

· The ability to manage own time and work to deadlines.

· Have a “Can-do” attitude.

Duties to include but not restricted to:

· To provide technical and research support and solutions to the Financial Planning team.

· Preparation of compliant advice reports, letters, and recommendations.

· Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.

· Ensure all recommendations meet with company standards.

· Complete calculations such as carry forward, Inheritance Tax, CGT etc.

· Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.

· Attendance at client meetings with the adviser – completing the detailed meeting file note.

· Preparation and presentation to clients of cash flow models using Voyant software.

For a full job description please apply on-line or contact Cameron James.

Salary range £50,000 but negotiable for the right candidate plus excellent benefits.