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Senior Paraplanner

  • Salary: £50000 - £55000 per annum
  • Location: London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    23 Jul 2018
  • Job reference: 30582

We have an exciting opportunity for a client-facing Senior Paraplanner to join a small firm, with broad and deep expertise in their offices in London.

The Company

My client is a Wealth Manager, providing comprehensive and bespoke financial solutions. They have headquarters in Manchester and offices in London where this role will be based. The company has a very client focused, transparent and consistent culture.


The Senior Paraplanner role will provide financial planning support to Advisers in a successful team, assisting them in delivering an outstanding holistic financial planning service to new and existing clients of the firm, with clarity and in the context of the degree of complexity advising these clients necessarily involves.


  • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting
  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others
  • Producing comprehensive and clear suitability letters for clients
  • Preparing a series of lifetime cashflow models relevant to each client's circumstances, objectives and possible financial outcomes
  • Communicating these models to each client in person and subsequently in writing
  • Dealing with queries and modified scenarios as required
  • Constructing and producing a financial plan to address each client's lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
  • Carrying out regular reviews of clients' financial plans, circumstances and objectives
  • Dealing with complex and technical client queries as and when they arise
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures
  • Engaging with intelligent, demanding clients (many of whom are investment professionals themselves) consistent with developing and maintaining outstanding, long-term relationships
  • Liaising with other technical staff in order to ensure consistent improvement of the client experience
  • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours

To be successful you will need

  • Paraplanning experience involving direct contact with sophisticated high net worth clients
  • Experience within the independent sector of the financial services industry
  • Be working towards becoming a Chartered Financial Planner (or IFP equivalent)
  • Understanding of the principles of asset allocation and portfolio construction
  • Excellent knowledge of investment, life and pensions products and current legislation
  • A broad knowledge of esoteric products, including VCT and EIS investments and structured products
  • A comprehensive understanding of income tax, CGT, IHT, trusts and both DC and DB pension transfers
  • Understanding of the importance and benefits of lifetime cashflow modelling
  • Experience of Voyant cashflow modelling software and be proficient in the use of Microsoft Office packages (computer literacy is a pre-requisite for this role)
  • Previous experience of using Intelliflo will be an advantage

If successful, you will benefit from a salary of up to £55,000.

If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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