Job Details
Client Facing Senior Paraplanner
Sector:Financial Services
Region : Greater London
Location: Soho London
Salary: £50,000+
Job Ref.: CL3008SPL
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 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.