Paraplanner - Taylor James Professional Recruitment : Job Details

We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis.

With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.

Duties & responsibilities (not limited to):

Providing technical support to financial planners

• Attending client meetings (when required)
• 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

The candidate:

• C 2 years + technical paraplanning experience (essential)
• Level 4 diploma qualified (essential)
• Chartered/ studying towards (desirable)
• Cashflow modelling experience (essential)
• Experience gained within a HNW environment (desirable)

In return this opportunity offers a starting salary of up to c £55,000 + attractive bonus & wider benefits package (available on request)

Home & flexible working is on offer.

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul James Taylor on LinkedIn.