Paraplanner

Core-Asset Consulting

  • London
  • Permanent
  • Full-time
  • 21 days ago
Job Description:Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their growing London office. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Wealth Planning Directors, providing high-quality financial planning support to a diverse range of clients.Skills/Experience:
  • CII Diploma in Financial Planning or equivalent (essential)
  • CII Chartered Financial Planner status (desirable)
  • Minimum 2-3 years' paraplanning experience, ideally within a team structure.
  • Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
  • In-depth understanding of pension arrangements and estate planning.
  • Proven ability to manage workload independently while delivering high-quality outputs.
Core Responsibilities:
  • Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
  • Accompany Wealth Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
  • Collaborate closely with colleagues to meet team income objectives.
  • Brief Wealth Planning Directors on client issues and maintain direct client contact where necessary.
  • Identify and share best practice ideas and contribute to continuous process improvements.
  • Manage your workload effectively, meeting agreed expectations for quality and timeliness.
  • Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.
Benefits:
  • A highly competitive salary
  • Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.Job reference: 16209To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our websiteCore-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.INDPERM

Core-Asset Consulting