- England, City of London
- Senior Paraplanner – Paraplanner – Financial Services
- £48000 – £50000 per annum + Pension, Bonus,
Senior Paraplanner – Paraplanner – Financial Services – London – Farringdon
As a Senior Paraplanner – Paraplanner – you will be required to gather and analyse comprehensive, detailed information from clients their professional advisors and others, you will attend client meetings wherever possible taking detailed written notes and following up on any technical points after the meeting, preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes, producing comprehensive and clear suitability letters for clients. You will also be responsible for constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning, carrying out regular reviews of clients financial plans, circumstances, and objectives, dealing with complex and technical client queries as and when they arise, interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures and engaging with intelligent, demanding clients (many of whom are investment professionals themselves) consistent with developing and maintaining outstanding, long term relationships.
Key skills & responsibilities:
*Already be in a Paraplanning role involving direct contact with sophisticated clients
*Have a number of years within the independent sector of the financial service industry
*Be working towards becoming a Chartered Financial Planner or (IFP equivalent)
*Understand the principles of asset allocation and portfolio construction
*Have excellent knowledge of investment, life and pensions products and current legislation
*Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
*Have a comprehensive understanding of income Tax, CGT, IHT, Trusts, and both DC and DB pension transfers
*Understands the importance and benefits of lifetime cashflow modelling
*Ideally have experience of Voyant cashflow modelling software and be proficient in the use of Microsoft Office packages.
My client is looking to pay a base salary of between £48,000 – £50,000, + good benefits package to include pension, healthcare and discretionary bonus scheme.
Please send your CV details to be considered
TLP Consultancy Ltd is acting as an Employment Agency in relation to this vacancy.
Apply now via e-mail