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Senior Paraplanner
Job Posted: 13 days ago
Salary: £ 55,000 - 60,000 / Annum
Job Type: Permanent
Location: City of London, London
Expire in: 15 days
Job Description
Senior Paraplanner
Salary £60k DOE plus a discretionary annual bonus and excellent benefits.
Central London
Hybrid working, 3 days WFH & 2 days office, plus greater flexibility.
This is an exciting opportunity to join a leading financial management firm committed to delivering personalised financial planning and investment services. The Senior Paraplanner position is a newly created role that will report directly to the Financial Planning Director and provide support to a growing team. The ideal candidate will have experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and will be Chartered or actively working towards Chartered status.
Responsibilities as Senior Paraplanner:
Create and deliver high-quality, compliant, and timely suitability reports to RFP and clients
Attend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documents
Respond to client queries where appropriate
Support the Financial Planner in managing and delivering the ongoing client service strategy
Prepare Annual Review documentation, including cashflow modelling where appropriate
Proactively work with the Paraplanning Manager and team to deliver results
What you will need to succeed as Senior Paraplanner:
Client-centric approach with excellent communication and organisational skills.
Strong understanding of the advice process and ability to identify appropriate solutions for clients.
Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.
Excellent understanding of risk and governance frameworks and the regulatory environment
Proficiency in MS Office Systems, report writing, and business systems (e.g., X plan/RID)
CII Diploma in Regulated Financial Advice (Level 4) or equivalent (ideally Chartered or working towards)
3 to 4 years proven experience as a Paraplanner
Must have strong technical paraplanning experience
Experience of working with UHNW and HNW clints.
Benefits
Competitive salary and benefits package
Opportunities for professional development and career progression as a Financial Advisor.
Supportive and collaborative work environment
Flexible working arrangements
Comprehensive health and wellness programs
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
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