Paraplanner

Heat Recruitment; London; On-site; GBP 50,000 - 55,000; Full time

Job summary

A boutique financial practice in London seeks a Level 4 qualified Paraplanner to work closely with a Financial Adviser, supporting high-net-worth clients. This rewarding role offers competitive salary, bonuses, and professional development opportunities, all within a celebrated team renowned for its excellence in financial advice.

Benefits

Discretionary annual bonus

7.5% Employer Pension contribution

Private Medical Insurance

Comprehensive benefits and bonus package

Continual learning and development

Qualifications

• 3+ years in a Paraplanning position.
• Proven experience supporting Financial Planners.
• Excellent knowledge of investment, life, and pensions products.

Responsibilities

• Directly support high-net-worth clients on complex cases.
• Gather research and analyze information for financial plans.
• Construct financial plans with the Adviser.

Skills

Analytical skills

Client management

Cash flow modelling

Education

Level 4 Diploma in Financial Planning

Tools

IO

Voyant

Job description

Location

London

Salary £50000 - £55000 TypePermanent WorkplaceHybrid Ref88034

Recruiter Managing This Role

Role:Paraplanner
Location: The City, London, 1-2 days a week
Salary: £50,000 £55,000

A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practiceare looking to grow their Private Client team by bringing on a Level 4 qualified Paraplanner to directly supportone Financial Adviser with looking after a busy and growing high-net-worth client bank.

You will join a team that has been awardedBest Financial Adviser to Work for award for multiple years.

This company provides a trustworthy, and integrated approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.

Please note: To be considered for this role you must be Level 4 qualified (ideally viaCII) and have at least 3years of relevant experience in a similar role.

You will have the opportunity to:

Directly supportwith high-net-worth clients on complex cases

Gatherresearch and analyseinformation

Product suitability letters and reports

Conduct cash flow modelling

Construct financial plans with the Adviser

Keep up to date with technical, legislative and regulatory changes

Supervisethe work of the Administrators

You are able to progress in this positionthrough guided professional development plans, and the full support to take furtherFinancial Planning exams.

Whats needed to be considered?

In order to be considered for this unique opportunity, candidates need to have

3+ years of experience in a Paraplanning position

Hold Level 4 Diploma in Financial Planningby 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

Whats on offer?

Competitive salary up to £55,000

Discretionary annual bonus of 10%

7.5% Employer Pension contribution

Hybrid working 1-2 days a week in the London office

Comprehensive benefits and bonus package

Private Medical Insurance

Continual learning and development