Location: Central London
Job Ref: FD / US
Salary: £45-50k + Bonus
£45-50k + Bonus
My client is looking for Senior Paraplanner/Financial Planner to join their dynamic and fast paced team in London. They provide advice to circa 5000 UK clients and advice is fully independent across pensions, investments and Inheritance Tax Planning (IHT).
They need a diploma qualified Paraplanner to write the financial advice and suitability reports across DE pension switches, transfers with meeting clients’ long-term objectives are still at the heart of the advice. The advice is owned by the Senior Paraplanner/Financial Planner so obtaining CF30 status is expected.
With a growing client base at various stages of life, the role requires the provision of financial advice covering a broad range of topics. These include pension and investment accumulation (pension contributions, carry forward, lifetime allowance (LTA) planning), designing tax efficient cash flow strategies during retirement (effective use of tax wrappers, allowances and exemptions), and later life planning (estate and IHT planning, implementing offshore bonds and trusts).
The ideal candidate will have a genuine desire to provide a high standard of advice and service to clients. Company offers excellent salary and benefits.
Sound of interest? Please send your CV to Ursula Sloan at firstname.lastname@example.org