Technical Paraplanner

Heat Recruitment
City Of London, London
19 Jun 2017
19 Jul 2017
Contract Type
Full Time

Job Title: Technical Paraplanner

Salary: £40,000 - £50,000

Location: London

The Client:

My client are one of the top providers of financial planning advice to legal professionals and Barristers in London and growing at an impressive rate. They pride themselves on providing bespoke, tailored advice and providing a service of the highest quality.

They are directly regulated and independent and on their way to attaining Chartered status as a firm as well. They also have strong connections with both legal and accountancy firms in the City and have a superb reputation.

The firm offer an excellent benefits package including competitive salaries, pension and excellent bonuses which reward high quality staff performance as well as being supplied with the tools to develop yourself and your knowledge even further.

The Opportunity

A fantastic opportunity has been created for an experienced, professional to join a growing business and work within a highly qualified paraplanning team to provide paraplanning support to the firms chartered advisors.

You will have autonomy to make key decisions and will regularly be involved in client meetings and technical discussions with HNW clientele.

Ideally you will have a strong track record of paraplanning and have experience of writing bespoke suitability reports as well as being able to demonstrate clear reasoning for your recommendations.

What’s needed for me to be considered?

  • Experience of providing technical support within an IFA environment
  • Level 4 diploma qualified and ideally working towards chartered status.
  • Have had extensive experience of Avelo, Excel, FE Analytics and Cashflow modelling
  • Experience of being involved in an Investment Committee would be advantageous.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support