Senior Technical Paraplanner

Nigel James Associates Ltd; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Full benefits package

Discretionary bonus

Job summary

Nigel James Associates Ltd is seeking a senior paraplanner or financial planning professional in London. You will provide technically proficient, client-facing support to a busy advisory team, delivering holistic financial planning to a high-net-worth client base with complex needs.

To succeed, you should be Chartered (CII) with at least five years of paraplanning experience, including direct contact with HNW clients, and hold strong technical knowledge across the full financial planning

Qualifications

• Chartered status (CII or equivalent) with at least five years of IFA paraplanning experience including direct contact with HNW clients.
• Broad technical knowledge across the financial planning spectrum: IHT, CGT, Income Tax, Trusts, DC & DB pension transfers, VCT/EIS investments, lifetime cashflow modelling.

Responsibilities

• Deliver holistic financial planning to a sophisticated HNW client base.
• Work closely with the advisory team to support client meetings and complex strategies.

Skills

Communication skills

Relationship management

Organised / proactive

Education

Chartered (CII) or equivalent

Tools

Intelliflo

Voyant cashflow modelling

Job description

London Hybrid Working Competitive Salary DOE Discretionary Bonus

The Role

Our client is a well-established, independently owned and truly independent financial planning business based in London. Holding Corporate Chartered status and repeatedly recognised as an outstanding place to work, they have built a strong reputation both for the quality of their advice and the strength of their culture. They attract and retain some of the finest professionals in the industry, and this role reflects that standard.

This is a senior, client-facing opportunity for a technically accomplished paraplanner or financial planning professional. You will work closely with a busy and successful advisory team, delivering outstanding holistic financial planning to a sophisticated HNW client base with complex, multi-faceted planning needs.

About You

You will be Chartered (CII or equivalent) with at least five years of IFA paraplanning experience, including direct contact with HNW clients. You will have strong technical knowledge across the full financial planning spectrum, including complex tax planning (IHT, CGT, Income Tax, Trusts), DC and DB pension transfers, VCT and EIS investments, and lifetime cashflow modelling (Voyant preferred). Experience of Intelliflo would be an advantage.

As important as the technical credentials is the person you are. You have the ability to communicate complex strategies with clarity, build strong relationships with demanding clients, and take real pride in the quality of your work. You are proactive, organised and thrive in an environment where high standards are the norm.

What Is on Offer

• Competitive salary, dependent on experience.
• Discretionary bonus scheme.
• Full benefits package.
• Hybrid working, with an expectation to attend the majority of London-based client meetings.
• A long-term career home within a firm with a proven track record as an outstanding place to work.