Job Title

Senior Paraplanner Family Office (Client facing) City of London London/Hybrid Salary c 65,000 and benefits/bonus An outstanding opportunity for a highly experienced and talented Paraplanner to join a well-established Family Office as the sole Paraplanner within the firm. Total assets under advice are c 2.5 Billion therefore this represents the chance to strengthen your skills, knowledge and exposure to complex UHNW cases and provides the opportunity to work autonomously and without supervision. This is a client facing role so relevant experience is essential, in addition minimum requirement of CII Level 4 Diploma in Regulated Financial Planning or equivalent is required, preferably holding supplemental Level 6 exams or studying towards this. You will enjoy working in a fast-paced environment with a demanding and technically minded client base. You will be supporting the Partner with reviewing the client file ahead of meetings, identifying any opportunities or conversations for follow-ups with the client, attending meetings as the Partner sees appropriate and the ability to attend meetings that involve live Financial Modelling. You will be responsible for all client review reports, suitability reports and cases, completing within specified service standards for Partner to review and discuss. Essentially you must possess at least three years in a similar role, hold the level 4 diploma in regulated Financial Planning and ideally be close to or hold chartered status. Your experience must be gained in the independent sector and you will possess good technical financial and personal tax knowledge and experience of complex report writing and conducting whole-of-market product research. This represents an ideal opportunity for a highly talented technical Paraplanning expert to join a unique employer and strengthen your skills, knowledge and experience with a UHNW client base, gaining further exposure to complex technical cases. You will work autonomously but with continual liaison and communication across all areas of the practice. CV to jim.mfinancialdivisions.co.uk