Technical Paraplanner

Paraplanner - City of London, London

Ref: 1391Monday 16 October 2023

Up to £70,000

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Are you a Chartered Paraplanner with a passion for providing top-tier holistic financial planning services? Do you thrive in an environment where your technical expertise shines, supporting high-net-worth clients with complex planning needs? If so, we have the perfect opportunity for you to take your career to new heights!


They are a trusted partners to their clients' journey towards financial success. As an independent firm, they prioritise objective advice aligned with their clients' best interests.  


The Salary Range for Technical Paraplanners is up to £70,000 and home working is available (2/3 days in the office per week depending on requirements)


As a Senior Technical Paraplanner you'll be a vital pillar in delivering unparalleled service to our prestigious high-net-worth clients. Collaborate with senior advisers and their teams, assisting them in crafting bespoke financial plans that cater to complex planning needs.


Key Responsibilities:


Serve as the Technical expert to the team

Own and curate essential Paraplanning central reference materials,

Lead internal peer-to-peer support and development initiatives

Oversee core training and induction programs

Collaborate with fellow central Paraplanners on managing templates, research guidelines, complex calculations, and more.

Shape the Paraplanner Development Academy, fostering growth and excellence within the team.


Qualifications and Experience:


Chartered Financial Planner status with the CII.

Proven experience in a paraplanning role with direct involvement in sophisticated HNW client interactions.

Profound knowledge products, including VCT and EIS investments, as well as structured products.

Comprehensive understanding of Income Tax, CGT, IHT, Trusts, and both DC and DB pension transfers.

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