Paraplanner - Chartered Firm

We are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a 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 2 years paraplanning experience(essential)
• Experience working with HNW clients(desirable)
• Level 4 Qualified (essential)

The Package

• Starting salary: up to c£75,000 + 10% bonus
• Hybrid / flexible working (3 days in the office)
• Generous Pension Scheme
• 25 days holiday (rising) + option to buy
• Full study support towards professional qualifications
• Private Medical Insurance
• Life Cover: 4x salary
• Regular company social events
• Season ticket loan
• Dental