A rare and exciting opportunity has arisen for a career Paraplanner to join this expanding boutique City-based wealth management firm.
My client is looking for a part time Paraplanner/ Technical Consultant to work within its busy London office. You will support the Financial Advisors in the provision of first class financial planning solutions for private clients, delivering outstanding service from start to finish.
The business is a boutique wealth planner, asset manager and employee benefits specialist. Its passion is to help its clients grow, protect and pass on their wealth.
You will manage a diverse workload comprising various duties and responsibilities. These include but are not limited to preparing for and attending client meetings, gathering and analysing detailed information from clients, preparing lifetime cash flow models relevant to clients’ circumstances, communicating these models to the client in person, producing financial plans and clear advice, carrying out reviews and dealing with complex queries.
You will have experience working in the independent space, within a role that requires regular direct contact with clients. Ideally you will be diploma qualified or at least working towards this qualification, with excellent technical knowledge. It is essential you have detailed knowledge of investment, life and pension products and you will ideally have experience of Voyant cashflow software. It is beneficial if you have broad knowledge of esoteric products, including VCT and EIS, and structured products, having a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC/ DB pension transfers.
This company offers a comprehensive range of benefits, including a true market leading salary for this type of role. This is an exceptional opportunity for a career Paraplanner looking to further their professional development and work for a highly reputable, independently owned company.
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