- Job reference
- London, London, United Kingdom
- Start date
- To be arranged
- Investment jobs / Retirement jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
£45,000 - £55,000 dependent upon experience and ability + benefits
My client provides in-depth independent financial advice to high net worth individuals and business owners, as well as tailored employee benefit solutions to medium sized corporates.
Working as a paraplanner, you will be responsible for preparing for and attending all client meetings wherever possible. You will need to be able to gather and analyse detailed information from clients to then be able to construct a financial plan to address each client’s lifetime objectives.
The ideal candidate will have five plus years of experience in the Financial Industry in a paraplanning role, alongside knowledge of lifetime cashflow modelling (preferably with Voyant). You will also need to have broad knowledge of esoteric products, such as EIS investments, and a good knowledge of Income Tax and both DC and DB pension transfers. You must also be at least CII Diploma qualified or equivalent.