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Job Location | London |
Education | Not Mentioned |
Salary | £60,000 - £65,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
plus great career opportunity, top list of benefits and career developmentAre you an experienced Paraplanner looking to advance your career in a Technical Paraplanning role where you will have the autonomy to plan your own day whilst making a real contribution to improve Client outcomes, working with a broad range of HNW interestingClients My Client is an award-winning Chartered Wealth Management firm providing financial advice and investment management services to Private Clients, small Businesses, and Charities.Opportunity Highlights** Be part of a successful high performing team** This is a highly respected position within a warm and encouraging environment where you will feel supported for your own personal development.** Opportunity to further develop your Technical Paraplanning skills even further** Varied workload where each day will provide fresh challenges.** Producing comprehensive and clear suitability letters for clients, preparing lifetime cashflow models, gathering and analysing comprehensive, detailed information from clients, their professional Advisers, and others, constructing and producing a financialplan to address each Client’s lifetime objectives, regular reviews of Clients’ financial plans, dealing with complex and technical Client queries.** Understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers essential.** Knowledge of , including VCT and EIS investments and structured products required.** Hybrid working-1 to 2 days in the office only** 5 years’ experience and ideally holding CII Chartered Financial Planner status or close to completion** Intelliflo and Voyant advantageous** Comprehensive Benefits package includes excellent starting salary, discretionary bonus, 33 days holiday including bank holidays, flexible/hybrid working, LA and Income protection, company share scheme, cycle to work scheme.To be considered for this amazing opportunity either send your cv to Camilla Howden or call me to discuss in more detail.