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SENIOR PARAPLANNER - London - Hybrid - £50/60k, great benefits

Financial Divisions
Job LocationLondon
EducationNot Mentioned
Salary50,000 - 60,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

My Client is a rapidly growing IFA firm based in London where long term client relationships based on trust are the result of regular ongoing referrals and recommendations. Due to their success and growth, they are looking to offer this new excellent careerdeveloping opportunity to a Senior Paraplanner preferably with Chartered Status and 5 years + IFA Industry experience.Opportunity Highlights

  • Role supports Advisers and works closely with the MD.
  • Opportunity to provide research and your technical expertise on complex HNW cases.
  • Produce compliant and technically accurate suitability reports.
  • Provide support to the Adviser regarding any technical client queries.
  • Opportunity to provide support with team development, mentoring and training of junior staff, including personnel issues
  • Involvement with investment/operations committee
  • CII Level 4 Diploma Qualification essential and Chartered Status advantageous
  • Ability to demonstrate strong technical knowledge of all advice areas, including retirement planning, pension consolidation, taxation, and inheritance tax planning.
  • Bespoke client-focussed report writing experience and a strong understanding of compliance requirements is essential.
To discuss this opportunity in more detail either call Camilla Howden or email with your cv.

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