Job Details  
Advertiser: TLP Consultancy

Job Title: Senior Paraplanner - Paraplanner - Financial Servi
Location:City of London
Rate:£48K to £50K Per Year    Benefits: Pension, Bonus,
Description: Senior Paraplanner – Paraplanner – Financial Services – London – Farringdon

As a Senior Paraplanner – Paraplanner – you will be required to gather and analyse comprehensive, detailed information from clients their professional advisors and others, you will attend client meetings wherever possible taking detailed written notes and following up on any technical points after the meeting, preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes, producing comprehensive and clear suitability letters for clients. You will also be responsible for constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning, carrying out regular reviews of clients financial plans, circumstances, and objectives, dealing with complex and technical client queries as and when they arise, interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures and engaging with intelligent, demanding clients (many of whom are investment professionals themselves) consistent with developing and maintaining outstanding, long term relationships.

Key skills & responsibilities:

• Already be in a Paraplanning role involving direct contact with sophisticated clients
• Have a number of years within the independent sector of the financial service industry
• Be working towards becoming a Chartered Financial Planner or (IFP equivalent)
• Understand the principles of asset allocation and portfolio construction
• Have excellent knowledge of investment, life and pensions products and current legislation
• Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
• Have a comprehensive understanding of income Tax, CGT, IHT, Trusts, and both DC and DB pension transfers
• Understands the importance and benefits of lifetime cashflow modelling
• Ideally have experience of Voyant cashflow modelling software and be proficient in the use of Microsoft Office packages.

My client is looking to pay a base salary of between 48,000 - 50,000, + good benefits package to include pension, healthcare and discretionary bonus scheme.

Please send your CV details to be considered

TLP Consultancy Ltd is acting as an Employment Agency in relation to this vacancy.
Skills Required: Senior Paraplanner - Paraplanner - Financial Services
Job Type: Permanent
Start Date: ASAP     Duration: ASAP
Contact: Joe Coombes Contact E-mail: Click
Contact Tel: 01737 824032 Contact Fax: 01737 824001
Reference: JC000010 Added: 05-02-2018
  IMPORTANT: For jobs based in the UK it is unlawful to employ a person who does not have permission to live and work in the UK. Please ensure you have this permission before applying, unless the advert states otherwise.
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