Senior Paraplanner

Paraplanner - City of London, London

Ref: 1459Monday 19 February 2024


My client, an fantastic IFA located in the heart of SoHo, are lookig for a phenomenal Senior Paraplanner to join their team. Established in 2007, the firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals. They have offices in London and France, to serve clients internationally.

Key Responsibilities:

Technical Services:

• Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
• Sourcing of external provider solutions.

Drafting advice:

• Input into the design of planning solutions and the subsequent drafting of the advice to clients.
• Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team.

Interaction with clients:

• Stay updated with industry news and trends.
• Professionally address and acknowledge client queries promptly.

Other Duties:

• Engage in mentoring or support sessions as necessary.
• Record time and activities with accuracy

Desirable Skills and Experience:

• Familiarity with a range of products and solutions, including domestic and offshore options.
•A strong eye for detail and accuracy; excellent written and verbal communication standards
• Demonstrable ability to work commercially and independently.

Who Will This Role Suit?

An individual who approaches work with a positive, proactive attitude, demonstrating the willingness to exceed expectations. The successful candidate will embrace responsibility, take pride in their work, engage proactively with all stakeholders, and be keen to advance their career at a leading advisory firm.

Perks and Benefits:
• Support for professional career studies.
• Competitive remuneration complemented by a discretionary bonus scheme.
• Inclusive of qualifying pension, healthcare, cycle to work, and annual travel loan schemes.

Working there
You will find working in Soho a feast for the eyes, with a vast variety of shops, cafes, bars and eateries to explore along the busy side streets, with lots of interesting people. We are based just a moment’s walk away from the bustling stores on Oxford Street and Regent Street, with Chinatown and Theatreland nearby. A variety of public transport and travel links are widely available.

My client holds regular in-house and external events for professionals which all members of the team are encouraged to attend. They provide quarterly team events, and an annual away-day each summer with the team taking part in ad hoc sporting and charity events.

Flexible and hybrid working arrangements are available for the right candidate subject to passing probation and general performance.

If this sounds like you, please apply now!

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.