Job Description
The highly regarded Financial Planning arm of a prestigious Investment Manager is currently looking to hire a Senior Paraplanner.The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their financial planning offering has become a real focal point of their development over the past few years so they are looking to add to their existing technical support function. You will be responsible for researching funds and writing bespoke suitability reports for Financial Advisers.You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore, you should have a string technical knowledge of pensions, inheritance tax including estate planning and trusts and financial protection.This role is ideally going to suit an individual who is comfortable working in a technical capacity for next 2-3 but there are longer term development opportunities. Candidates should have made progress towards Chartered status.My client can provide a highly competitive base salary along with exceptional benefits, annual discretionary bonus and a highly flexible working environment.
