Experienced Paraplanner

TN United Kingdom; London; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading wealth management firm in Central London is seeking a Senior Paraplanner to provide technical support to advisers and assist in managing high-net-worth clients. The ideal candidate will have extensive knowledge of investment and pensions products, ensuring accurate and timely advice. Join a dynamic team and contribute to a first-class service in the financial sector.

Benefits

Benefits and Bonus

Qualifications

• Experienced paraplanner with strong knowledge of investment, life, and pensions products.
• Confident in dealing with high-net-worth clients.

Responsibilities

• Provide full pre-sales para-planning support for Advisors.
• Prepare reports and recommendations based on Advisers' findings.
• Maintain accurate client records and support advisers with queries.

Skills

Technical Knowledge

Client Liaison

Research Skills

Job description

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Role: Senior Paraplanner - Chartered IFA Practice

Location: Central London

Salary: Up to £55,000 + Benefits and Bonus

A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in Central London. You will provide technical support to the advisers of the firm and also to internal team members

Key Duties include:

• Provision of full pre sales para-planning support for Advisors, ensuring that suitability letters and new business illustrations are accurate, concise, and timely
• Maintain a good understanding of overall technical knowledge
• Preparing reports and recommendations in line with Advisers findings
• Technical research for fund and product recommendations
• Liaise with key individuals within the business where necessary
• Ensure that accurate Client records are updated and maintained effectively
• Supporting the Advisers with ad hoc queries and tasks

The successful candidate will be an experienced paraplanner, confident in dealing with HNW clients. You will have strong knowledge of all investment, life and pensions products/legislation and be working for either an IFA practice or consultancy with a first class track record in providing support to advisers.