Paraplanner (, , United Kingdom)

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.