Address
Form of work
SalaryA fantastic new opportunity to join a fully independent firm of successful Wealth Managers based in central London who require a Client facing Paraplanner to join their already established team. They offer flexible working.
Experience:
- Minimum 3 years working experience in a similar paraplanning role.
- Minimum Level 4 qualification plus at least one qualification or working towards.
- Prior experience working as a paraplanner for HNW private clients.
- Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint. A strong working knowledge of Voyant (cash flow modelling tool).
- The ability to manage own time and work to deadlines.
- Have a "Can-do" attitude.
Duties to include but not restricted to:
- To provide technical and research support and solutions to the Financial Planning team.
- Preparation of compliant advice reports, letters, and recommendations.
- Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.
- Ensure all recommendations meet with company standards.
- Complete calculations such as carry forward, Inheritance Tax, CGT etc.
- Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
- Attendance at client meetings with the adviser - completing the detailed meeting file note.
- Preparation and presentation to clients of cash flow models using Voyant software.
For a full job description please apply on-line or contact Cameron James.
Salary range £45,000 but negotiable for the right candidate plus excellent benefits.
