Chartered Paraplanner (Client facing/project driven) -City of London/Hybrid - To £65K+Bonus/benefits

The Opportunity

My client is a highly regarded, award-winning multi-disciplinary financial planning practice based in the City of London who are driven by efficient compliance, cutting-edge technology and access to global and institutional expertise to deliver a first class service when providing advice to their clients.

They are now seeking to recruit a highly talented, complex technically skilled Paraplanner to work in close collaboration with their Advisers and occasionally Clients. In addition you will provide centralised support and produce timely and accurate recommendations and regular Client review assessments. The Client experience is at the heart of all their processes so a client service oriented outlook is paramount.

The Role

As the Chartered Paraplanner, duties will include (but not be limited to):

• Establishing a solid partnership with Advisers, offering an outstanding Paraplanning and tailored Client service that helps achieve business goals
• Supporting Advisers when meeting Clients virtually or face to face, by providing timely meeting minutes and producing high quality suitability reports, offering specialist advice and planning across Investment, protection, and pensions. This includes pension transfers, Defined Benefits schemes, and complex tax planning
• Forming a solid partnership with the broader Paraplanning and Client Account Management team, to manage a structured but adaptable workflow to suit the demands of a dynamic practice
• To be competent and compliant during all stages of the research and report compilation
• Collaborating with the Paraplanning Manager and Advisers to offer the best solutions to fit the Client’s needs and wants
• Driving your own continual development, strengthening areas where you have gaps in knowledge, and to work collaboratively with other team members to improve skillset
• Assisting the Paraplanning Manager in communicating and showcasing insights, rules, product, and tax changes to the broader team at monthly meetings.
• Providing expertise in technical knowledge, eager to impart their skills and insights to the team

About you

As an experienced chartered Paraplanner you will possess:

• A minimum of 5 years’ experience in technical paraplanning within a traditional financial planning environment
• Essentially possess Chartered Status via the CII
• Skills to a competent level in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates, and reports to required guidelines
• Experience of, and being comfortable participating in client facing meetings with advisers
• Excellent communication - both verbal and written form

In summary

This is a fantastic opportunity for a talented, professional chartered paraplanner to join an excellent practice and genuinely add value to the client proposition. You will be working within a boutique practice where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success. Not only calling on your complex/technical planning skills but also heavily involved in projects, upskilling and training support, this provides an excellent opportunity to further develop your expertise.

If this opportunity is of interest, please contact Jim Maddison at Financial Divisions