Senior Paraplanner

Job Details

Reference ID 1893
Vacancy Location London
Job sector
Job type
Remuneration Salary of up to circa £60,000


This Senior
Paraplanner job in London provides opportunity to join a quality, Chartered
Financial Planning firm.

You will be supporting their
team of 2 – 3 London based Financial Advisers, including a Chartered Financial
Planner. The business is looking for you to be based locally to the Advisers so
that you can work closely with them and easily meet for catch ups. The
frequency of your meetings is to be agreed directly between you and the

You will also be supported by
their head office support team including Paraplanners and Administrators. As a Senior
Paraplanner, you will be undertaking technical duties including:

  • Technical support as a lead technician for the paraplanning team
  • Suitability letter and report writing (plus as a Senior, helping to
    keep templates up to date with changes in FCA requirements)
  • Undertaking financial planning work including income planning, IHT
    and tax calculations, trust solutions, cashflow planning, assisting with
    client meetings and follow up work
  • Collaborative client work through management and preparation of ongoing
    advisory services as part of their long term strategy
  • Undertaking calculations such as pension carry forward, tapered
    annual allowance, IHT, CGT and income tax
  • Managing project work with analysis and ownership of transition projects
    for acquired client banks
  • Assist the Directors with projects outside of traditional Paraplanner
    role with business improvements as and when required

As the business is a Chartered
Financial Planning firm dealing with HNW and UHNW clients, they would be
ideally seeking a Chartered qualified Paraplanner for this position

Senior Paraplanner Requirements

  • You must be minimum Level 4 Diploma
    qualified in Financial Planning or equivalent
  • Individuals holding advanced
    qualifications and Chartered status would be preferred
  • You should be a current Paraplanner with
    experience of complex research, analysis and report writing
  • You should have excellent communication

The Company

Our client has been established
for over 40 years, providing Wealth Management, Financial Planning and DFM
services to c600 clients. They have £400m FuM and have plans to continue

Senior Paraplanner Benefits

  • Salary of up to £55,000 for Senior
  • Salary of up to circa £60,000 with
    Chartered status
  • Plus company benefits available immediately include group life
    cover, group income protection
  • Upon completion of probation, private medical insurance, health
    cash plan, cycle to work scheme, workplace pension with employer
    contribution of up to 5% of your salary provided this is matched by you
  • Remote based role with every Wednesday in the office in Bank to meet the London based Advisers
  • Typical working hours of Monday to Friday, 9am to 5:30pm with 1
    hour for lunch
  • 25 days annual leave (rising up to 30 days) plus bank holiday, plus
    1 day’s birthday leave and 1 day for charity / community work each year



Call us
now on 0208 0044 154 or click Apply

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