Senior Client Facing Paraplanner

Senior Paraplanner (Client Facing)

The City, London

Hybrid or Home-based

£55,000 - £65,000 FTE

This is a part-time role at 30 hours per week. Ideally Monday - Thursday but there is a degree of flexibility.

A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a near-Chartered, Senior Paraplanner to directly support one Financial Adviser.

This will be a client-facing position with a responsibility to assist with HNW clients.

You will join a team that has been awarded Best 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 near-Chartered via the CII and have at least 5 years of relevant experience in a similar role.

You will have the opportunity to:

• Directly support with high-net-worth clients on complex cases
• Prepare for and attending client meetings
• Gather research and analyse information
• Product suitability letters and reports
• Conduct cash flow modelling
• Communicate with clients directly on complex queries
• Construct financial plans with the Adviser
• Keep up to date with technical, legislative and regulatory changes
• Supervise the work of the Administrators

You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.

What’s needed to be considered?

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

• 5+ years of experience in a Paraplanning position
• Hold Chartered Financial Planner status by CII, or close to completion
• Essential exams are AF1 and AF8, and AF4 would be desirable
• Experience using IO is desirable
• Proven experience of providing quality support to Financial Planner
• Have excellent knowledge of investment, life, tax, trusts, and pensions products and current legislation
• Experience with cashflow modelling

What's on offer?

• Competitive salary up to £65,000
• Hybrid and home-based working (travel to London for meetings)
• Discretionary annual bonus
• Comprehensive benefits package
• Continual learning and development

What next?

Apply today to be considered for this opportunity. If suitable one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.