Senior Technical Paraplanner - Taylor James Professional Recruitment : Job Details

Taylor James are currently partnered with one of London’s most exclusive firms of financial planners who specialise solely with HNW/ UHNW clientele.

Our client offers true holistic financial planning, and the work undertaken by the team is both complex & highly interesting. The firm in question is keen to hear from technically astute paraplanners who are passionate about the financial planning process.

Role overview (full job spec available):

• Writing and tailoring high quality suitability letters based on consultation with the Adviser
• Attending client meetings (when required)
• Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
• To complete compliant suitability reports
• IHT planning
• Cashflow modelling

The candidate:

• Chartered Status/ near to completion (essential)
• Experienced in dealing with High Net Worth clients (desirable)
• Excellent working knowledge surrounding the key areas of Financial Planning
• Strong commercial and technical knowledge
• Personable and professional

What our client will offer in return: full benefits package available

• Salary up to c£70,000 (negotiable 10% bonus)
• Hybrid workking
• 25 days holiday option to buy additional days
• Social events
• PHI
• PMI
• Subsidised gym membership

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.