Job Information

A fantastic new opportunity to join a fully independent firm of successful Wealth Managers based in central London who require a Client facing 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 or working towards

·         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. 

Excellent Benfits inc, medical insurance, Death in service, Pension etc

 

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

 

Salary range £40,000 to £45,000 but negotiable for the right candidate plus excellent benefits.