Paraplanner

We currently require an experienced Paraplanner to join the Wealth Planning arm of a prestigious Investment Management based in the City of London but with scope to work from home 2/3 days per week.This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two Senior Wealth Planners, with additional support from the Private Client Administrator. The role will include being a main point of contact for a book of HNW clients, with the responsibility of sitting in a client meetings and performing Voyant presentations to clients….a stepping stone into a client facing role in the future Responsibilities include writing full Financial Planning reports without templated aids, conducting full market product research and liaising with Clients and product providers. The successful candidate must have experience in a whole of market IFA environment and be able to write suitability reports without using supporting software templates. Good knowledge of tax and experience of platforms is desirable. Candidates will ideally be Chartered or close toThis is a sought after opportunity working for an exclusive name in the London market offering a highly competitive salary, unrivalled bonus scheme and clear structured career progression.