Senior Paraplanner
Salary
50,000 - 60,000
Location
London
Job Type
Full Time|Work From Home
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Job Title: Senior Paraplanner
Industry: Financial Services
Location: London
Salary: £50,000 – £60,000
Job Reference: 15646
Job Description:
Recruit UK is working on an excellent opportunity for a Senior Paraplanner to join a boutique Chartered IFA that has grown steadily and now has accumulated a good number of awards especially recently having won Best Financial Advisers to Work for an award for 2019 and 2021.
You will provide financial planning support to the financial advisers, assisting them in delivering an outstanding holistic financial planning service to new and existing clients who typically have complex planning needs.
Responsibilities
- Preparing for and attending all client meetings wherever possible, taking detailed written notes, and following up on any technical points after the meeting.
- Gathering and analyzing comprehensive, detailed information from clients, their professional advisers, and others.
- Producing comprehensive and clear suitability letters for clients.
- Preparing lifetime cashflow models relevant to each client’s circumstances, objectives, and possible financial outcomes.
- Communicating these models to each client in person and in writing. Dealing with queries and modified scenarios as required.
- Carrying out regular reviews of clients’ financial plans, circumstances, and objectives.
- Dealing with complex and technical client queries as and when they arise.
- Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
- Salary between £50,000 – £60,000
- Flexible home working options
- Private medical insurance
- Permanent health insurance
- Pension
- Death in service
- Discretionary bonus
- Have 5+ years’ experience:
- within the independent sector of the financial services industry
- in a paraplanning role involving direct contact with sophisticated HNW clients
- Hold Chartered Financial Planner status with the CII
- Understand the principles of asset allocation and portfolio construction
- Have excellent knowledge of investment, life and pensions products, and current legislation
- Have a broad knowledge of esoteric products, including VCT and EIS investments and structured products
- Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts, and both DC and DB pension transfers
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.