Client facing Paraplanner (route to Adviser) - London (Hybrid) - Salary up to £65k + bonus

I am recruiting for an excellent opportunity with a boutique, independent IFA in The City. My client uses cutting edge, innovate strategies and quantitative analysis as part of their successful investment proposition.

You will support well-established Directors in the business with sophisticated financial solutions using their bespoke approach. As a Senior Paraplanner/Associate Planner in the business you will be responsible for:

• Creating detailed suitability reports that translate complex qualitive strategies into cliear recommendations]
• Apply quantitative modles to client’s portfolios
• Liaise with Investment Managers to implement positive outcome strategies
• Provide essential technical input throughout the planning process
• Attend client meetings
• Liaise as a point of contact for clients
• Work closely with Directors and clients

You must be Level 4 diploma qualified and idally working towards your chartered status. This is a great opportunity for an experienced paraplanner looking to carve out a future career in advice.

Please send your CV to Ursula Sloan at Financial Divisions