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Permanent

Chartered Paraplanner

London
money-bag 65000.00-65000.00 Annual
3086190046
Posted Yesterday

Chartered Senior Paraplanner - London (Hybrid)Reference: 10248Salary: Up to £65,000 + 10% KPI BonusRecruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team.This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base (typically £900k - £1m per client), supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together.The RoleThis position is suited to a technically strong Senior Paraplanner (5-8 years'' experience) who is confident handling complex cases and playing a key role in supporting advisers.You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research.Key Responsibilities• Produce high-quality, compliant suitability reports• Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning)• Conduct detailed research and analysis across whole-of-market solutions• Work collaboratively with advisers and administrators to deliver seamless client outcomes• Maintain strong compliance standards and documentation ..... full job details .....

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