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Senior Paraplanner

Job description

An exciting opportunity has arisen for a Senior Paraplanner to join a growing wealth management firm in the center of London.

Due to expansion the business are looking to take on 2 individuals for this role!

Hand in hand with a competitive salary you will be working from home 2 days a week and in the central location office for 3 days!

This is not your average Paraplanning role, you will be working closely with the Wealth Managers, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients.

This role will set you up for your future, and you will be provided with the opportunity to move into financial advice should this be your career aspirations!

The ideal candidate will hold the level 4 diploma and have experience as a Paraplanner.

Key duties and responsibilities include:

  • Attending client meeting
  • Writing engagement letters
  • Request for information
  • Writing suitability reports
  • Keying stopping/changing/ starting contributions/withdrawals
  • Keying drawdowns
  • Keying new applications
  • Keying Bed & SIPPs
  • Completing provider forms
  • Updating Voyant
  • Update calculators
  • Cash & rebalance reports
  • Rebalancing
  • Checking CGT reports
  • CF Calculations
  • Emailing clients
  • Phased investments
  • Update/create event lists

Not only does this role offer progression, career development, full support, but also the following:

  • 4 x Life Cover on Joining
  • Vitality Health Care
  • One Fund
  • 5% matched Pension contribution
  • 10% discretionary bonus paid quarterly

For more information on this Senior Paraplanning opportunity, please click apply and we will be in touch!

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