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Accountancy Divisions
,
London, Greater London
Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Financial Divisions are delighted to be supporting a Chartered boutique wealth planner, asset manager and employee benefits specialist in their search for a Paraplanner. As the Paraplanner you will provide financial planning support to advisers in a successful team, assisting them in delivering an outstanding holistic financial planning service to new and existing clients. For this position, you will be Diploma-qualified or working towards a Diploma-level qualification with at least 18 months experience in a paraplanning role. You will need to understand the principles of asset allocation and portfolio construction, have excellent knowledge of investment, life and pensions products and current legislation, have knowledge of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers and understand the importance and benefits of lifetime cashflow modelling. You will be producing comprehensive and clear suitability letters for clients, gathering and analysing comprehensive, detailed information on clients from the advisers, researching and interpreting this information as required under the supervision of the team’s senior Technical Consultant. You will prepare client meetings and attend meetings where requested by the adviser, taking detailed written notes and following up on any technical points after any meetings attended and you will also prepare lifetime cashflow models. I am looking for someone to be a resourceful and creative problem solver, capable of embracing the role quickly and progressing to working largely unsupervised. Paraplanner London or Weybridge £35 - 50k plus excellent benefits with a discretionary bonus scheme.