Senior Paraplanner 1 on 1 S...

Senior Paraplanner 1 on 1 Support

Job Title: Senior Paraplanner 1 on 1 Support
Contract Type: Permanent
Location: Central London
Salary: £45000 - £55000 per annum, Benefits: 25 Days Holiday, Life assurance, PMI, DIS, 10 % Non Contributory Pension Scheme
Start Date: 2017-03-24
Reference: JD24032017
Contact Name: Joel Dixon
Contact Email:
Job Published: March 24, 2017 11:27

Job Description

Senior Paraplanner 1 to 1 Support
£45,000p/a - £55,000p/a
This is NO ordinary Paraplanner position.
This is an opportunity that comes about rarely in our industry: a role that will have you working closely with Ultra High Net Worth Clients with portfolios that range from £10m Plus. You will need to have the necessary drive to work on a vast array of complex cases that will both expand your knowledge and give your career that boost that you have been waiting for.
You will work alongside a Chartered Financial Planner as a one to one support offering solely Paraplanning support, as part of a close-knit team of 25, offering the highest level of holistic advice nationwide. SIPPs, Retirement Planning and Offshore Bonds are just some of their areas of expertise. You will regularly attend client meetings with the Financial Planner to service the wealthy clientele they advise. 
As a member of such a small team, where every individual is a cog in a well-oiled machine, your voice will be heard. Your input will be valued.
To be considered for this position you will:
·         Have a strong knowledge of Inheritance Tax planning.
·         Have detailed knowledge of Pensions (with emphasis on SIPPs)
·         Be Diploma-qualified and, ideally, Chartered.
·         Have experience in drafting and producing complex report cases to HNW/UHNW clients.

This job is not for the faint-hearted, and certainly not for the unambitious. You will need to have a strong and dynamic personality, indispensable to tackle the complexities of this role head on.
If you'd like to find out more about the role, as well as the client, send an email over to, or give me a call directly on 0113 274 0783.