Taylor James are partnered with one of London’s most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis.

Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.

Route to adviser is also available.

Duties & responsibilities (not limited to): full client job spec available

• Preparing both templated & bespoke suitability reports on a full range of financial planning issues including investment, pension, protection & tax planning
• Assisting advisers with creating well researched financial plans
• Cashflow forecasting
• Establishing strong relationships with clients & attending client meetings when required

The Person:

• Level 4 Diploma/ close to completion (essential)
• Studying towards chartered (desirable)
• Exposure to HNW cliental (desirable)
• Excellent working knowledge surrounding the key areas of Financial Planning
• Strong commercial and technical knowledge
• Personable & professional

In return this opportunity offers a basic salary of c £55,000 (negotiable) + attractive bonus, full study support & a fantastic benefits package.

Home & flexible working offered.

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.