Senior Paraplanner – Boutique IFA

We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner.

Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.

Role Overview

• Providing technical support to financial planners
• Attending client meetings
• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
• Cashflow modelling
• IHT Planning
• Writing & tailoring high quality suitability letters based on consultation with the Adviser
• Demonstrating an awareness of compliance & regulations
• Full job specification available on request

Key Requirements

• Minimum 3 years experience (essential)
• Experience working with HNW clients (desirable)
• Chartered/ near to completion (essential)

The Package

• Starting salary: up to c£70,000 + bonus
• Hybrid / flexible working
• Generous Pension Scheme
• 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service
• Full study support towards professional qualifications
• Group life assurance
• Income protection
• Vitality Healthcare plus full cover for therapy and counselling

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

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