Paraplanner – Chartered Firm

We 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