Eden Rose
Paraplanner (Technical Consultant)
The City, London, 1-2 days a week
£45,000 – £55,000
A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Level 4 qualified Paraplanner (Technical Consultant) to directly support one of their larger teams with looking after a busy and growing high-net-worth client bank.
You will join a company that has been awarded Chartered status and Best Financial Adviser to Work for award for multiple years. This company is one of the top firms in London with an excellent reputation and staff retention. They provide a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business.
Please note: To be considered for this role you must be Level 4 qualified (ideally via CII) and have at least 2-3 years of relevant experience in a similar role.
You will have the opportunity to:
- Directly support with clients on complex cases
- Attend client meetings
- Work closely with the Senior Paraplanner and Adviser
- Gather research and analyse information
- Produce suitability letters and reports
- Conduct cash flow modelling
- Construct financial plans with the Adviser
- Keep up to date with technical, legislative and regulatory changes
You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have –
- 2-3+ years of experience in a Paraplanning position
- Hold Level 4 Diploma in Financial Planning by CII
- Experience using IO and Voyant is desirable
- Proven experience of providing quality support to Financial Planners
- Have excellent knowledge of investment, life and pensions products and current legislation
- Experience with cashflow modelling
What's on offer?
- Competitive salary of £45,000 – £55,000
- Discretionary annual bonus
- 7.5% Employer Pension contribution
- Hybrid working – 2 days a week in the central London office
- Some degree of flexible working hours can be discussed
- Comprehensive benefits and bonus package
- Private Medical Insurance
- Continual learning and development
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
To apply for this job please visit www.reed.co.uk.
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