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    Senior Paraplanner - United Kingdom - Capio Recruitment

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    £45,000 - £60,000
    Description

    Job Title: Senior Paraplanner

    Location: London

    We have an exciting opportunity with a highly regarded Chartered Financial Planning firm for the role of Senior Paraplanner in their London office.

    The company is known for providing top-notch financial advice and tailored solutions to their clients.

    As a Paraplanner, you will collaborate closely with the advice and paraplanning team to offer technical support for client-related matters.

    • Provide extensive technical support to financial planners/advisers
    • Prepare detailed suitability reports
    • Conduct planning for areas like cashflow, IHT, tax, and income
    • Handle investment and pension calculations including CGT, income tax, and IHT
    • Demonstrate proficiency in financial products and investment platforms
    • Skilled in using Microsoft Office and CRM systems

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