Paraplanner

We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team.

You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

Responsibilities:

• Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation

• Review and formulate plans for clients with highly specialised situations

• Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable

• Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Requirements:

• Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable

• 2+ years Paraplanning experience required

• Ability to work under pressure and in a dynamic team environment

• Exceptional understanding of client suitability

The role is London based, initially 5 days a week in the office but flexibility after probation to work from home 1-2 days a week.