Senior Paraplanner
other jobs Taylor James Professional Recruitment
Added before 7 Days
- England,London,City of London
- Full Time, Permanent
- £60,000 - £73,000 per annum
Job Description:
We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion qualified paraplanner to join the team on a permanent basis.
With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.
Role Overview (full job spec available on request)
*Providing technical support to financial planners
*Attending client meetings (when required)
*Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
*Cashflow modelling
*IHT Planning
*Writing & tailoring high quality suitability letters based on consultation with the Adviser
*Demonstrating an awareness of compliance & regulations
The Person
*C 4 years + technical paraplanning experience (essential)
*Chartered/ near to completion (essential)
*Cashflow modelling experience (desirable)
*Experience gained within a HNW environment (desirable)
The Package
*Basic starting salary c£65,000 + 10% bonus
*3 days in the office & 2 from home
*25 days holiday + Christmas shutdown
*5% matched pension contributions
*4 x Life Cover
*Cash plan
*PMI
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.
Role Overview (full job spec available on request)
*Providing technical support to financial planners
*Attending client meetings (when required)
*Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
*Cashflow modelling
*IHT Planning
*Writing & tailoring high quality suitability letters based on consultation with the Adviser
*Demonstrating an awareness of compliance & regulations
The Person
*C 4 years + technical paraplanning experience (essential)
*Chartered/ near to completion (essential)
*Cashflow modelling experience (desirable)
*Experience gained within a HNW environment (desirable)
The Package
*Basic starting salary c£65,000 + 10% bonus
*3 days in the office & 2 from home
*25 days holiday + Christmas shutdown
*5% matched pension contributions
*4 x Life Cover
*Cash plan
*PMI
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Job number 3491821
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Company Details:
Taylor James Professional Recruitment
Company size: 5–9 employees
Industry: Recruitment Consultancy
Taylor James is a specialist recruitment partner to the financial services industry. Our tailored approach enables us to source the highest calibre of...