Paraplanner (City of London)

Our client is looking for a Senior Paraplanner to assist Advisers with their client portfolios and accounts providing advice in areas such as pension transfers, bond surrenders, investment taxation and account structure suitability.

This is a client facing role and you will be expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.

The Day-to-Day:

• Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation

• Review and formulate plans for clients with highly specialised situations

• Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable

• Communicate advice to clients directly

• Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding

• Work with other departments to provide best client outcomes through developing new resources and providing training

• Work on ad hoc projects to improve efficiency

• Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Your Qualifications:

• A University degree or equivalent combination of education/experience

• Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable

• 3+ years financial services experience required

• Very strong understanding of Financial Planning principles and client suitability

• Experience working with accuracy and ability to organise/time-manage

• Quantitative in nature

• Ability to work under pressure and in a dynamic team environment

This is a hybrid role with 3/4 days in the office.

This is a great opportunity to join a dynamic, fast paced organisation, working from stylish offices in London.

If interested in this role please email your CV or apply on here.