Paraplanner

Paraplanner

Location – City of London

Salary £47.5-55k base range (based on experience level) + discretionary bonus + extensive benefits.

We are working with our prestigious client who is based in Canary Wharf who are looking for an experienced Paraplanner to work under their Europe’s UK New Business team who analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.

As Paraplanner you will be reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations and write suitability reports.

Paraplanner Daily duties:

• financial situation to determine a suitable asset allocation recommendation.
• Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and review and formulate plans for clients with highly specialised situations.
• Review prospective clients’ existing pension and investment bond arrangements to determine whether a transfer is suitable.
• Create and lead training for other groups within the firm as needed.
• Work on ad hoc projects to improve the efficiency of PCA Group
• Adhere to the T&C scheme to ensure regulatory compliance related to the provision of
• regulated advice

Paraplanner Qualifications:

• A University degree or equivalent combination of education/experience
• Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
• 3+ years financial services experience required.
• Experience working with accuracy and ability to organise/time-manage.
• Quantitative in nature
• Ability to work under pressure and in a dynamic team environment.
• Very strong understanding of portfolio management philosophies and Financial
• Planning principles
• Exceptional understanding of client suitability
• It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role.

This is an excellent opportunity to work for a company that vales its employees.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.