Paraplanner – Chartered Firm
other jobs Taylor James Professional Recruitment
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £55,000 - £75,000 per annum
Job Description:
Full job descriptionWe are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a Paraplanner.
Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.
Role Overview
*Providing technical support to financial planners
*Attending client meetings
*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
*Full job specification available on request
Key Requirements
*Minimum 2 years paraplanning experience(essential)
*Experience working with HNW clients(desirable)
*Level 4 Qualified (essential)
The Package
*Starting salary: up to c£75,000 + 10% bonus
*Hybrid / flexible working (3 days in the office)
*Generous Pension Scheme
*25 days holiday (rising) + option to buy
*Full study support towards professional qualifications
*Private Medical Insurance
*Life Cover: 4x salary
*Regular company social events
*Season ticket loan
*Dental
Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management.
Role Overview
*Providing technical support to financial planners
*Attending client meetings
*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
*Full job specification available on request
Key Requirements
*Minimum 2 years paraplanning experience(essential)
*Experience working with HNW clients(desirable)
*Level 4 Qualified (essential)
The Package
*Starting salary: up to c£75,000 + 10% bonus
*Hybrid / flexible working (3 days in the office)
*Generous Pension Scheme
*25 days holiday (rising) + option to buy
*Full study support towards professional qualifications
*Private Medical Insurance
*Life Cover: 4x salary
*Regular company social events
*Season ticket loan
*Dental
Job number 3878104
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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...