Job details.
Published: about less than a minute ago
We are currently recruiting for a Paraplanner to join a leading Investment Management business to work within their Financial Planning division in London.
The company specialises in comprehensive financial planning and investment management services, including retirement planning, estate planning, tax planning, and corporate financial planning. They have six offices across the UK and manage approximately £2 billion in assets under management.
The firm is known for its modern approach, utilising advanced technology and maintaining transparency to help clients build, protect, and manage their wealth.
Our client is currently looking for a paraplanner to support financial planners in preparing detailed financial plans, conducting research, and providing assistance. This role requires attention to detail, strong analytical skills, and the ability to work effectively in a team environment.
The company values professionalism and offers a supportive work culture with opportunities for career growth and excellent progression.
Candidate Requirements
- Diploma qualified – essential
- Strong technical knowledge across all tax wrappers with experience of pensions (SIPP&SSAS, contributions including TAA) – preferably
- LTA / LTA Protection knowledge is an advantage, as is IHT planning
- Must have report writing experience and be a self-starter
- Cash flow modelling experience – preferably
- Worked in the HNW area (investable assets of £1m+) across wealth builders and those in decumulation – preferably
Package:
- Salary up to £52,000 (potentially higher for the right person)
- Annual discretionary bonus
- Excellent benefits package
- Hybrid working with up to three days per week from home
We are currently recruiting for a Paraplanner to join a leading Investment Management business to work within their Financial Planning division in London.
The company specialises in comprehensive financial planning and investment management services, including retirement planning, estate planning, tax planning, and corporate financial planning. They have six offices across the UK and manage approximately £2 billion in assets under management.
The firm is known for its modern approach, utilising advanced technology and maintaining transparency to help clients build, protect, and manage their wealth.
Our client is currently looking for a paraplanner to support financial planners in preparing detailed financial plans, conducting research, and providing assistance. This role requires attention to detail, strong analytical skills, and the ability to work effectively in a team environment.
The company values professionalism and offers a supportive work culture with opportunities for career growth and excellent progression.
Candidate Requirements
- Diploma qualified – essential
- Strong technical knowledge across all tax wrappers with experience of pensions (SIPP&SSAS, contributions including TAA) – preferably
- LTA / LTA Protection knowledge is an advantage, as is IHT planning
- Must have report writing experience and be a self-starter
- Cash flow modelling experience – preferably
- Worked in the HNW area (investable assets of £1m+) across wealth builders and those in decumulation – preferably
Package:
- Salary up to £52,000 (potentially higher for the right person)
- Annual discretionary bonus
- Excellent benefits package
- Hybrid working with up to three days per week from home
Sector:
- Financial Services
- Financial Planning
