Paraplanner Opportunity

Heronsgate_Capital

If you're a junior or mid-level paraplanner, looking to make a move to a small, collegiate and ambitious business - we would love to hear from you!

We are looking to recruit a paraplanner to join our boutique wealth management company which delivers high quality financial and investment advice to individuals in the professional services industry. Reporting to our Senior Paraplanner, the role involves:

• Completing client suitability reports for new clients and ongoing portfolio review reports and ad-hoc advice requests for existing clients.

• Adhering to internal procedures, the centralised investment proposition and financial planning house views.

• Providing technical financial planning support to team of 6 Chartered Financial Planners

• Continuing to develop technical and industry knowledge through formal and informal learning and formally record this to meet ongoing CPD requirements

**Essential Requirements and Skills
**
Excellent communicator (written and verbal) and ability to form strong working relationships with the existing team

• Minimum of 2 years industry experience working with HNW clients

• Diploma (level 4) qualified

• An understanding of FCA regulations and up-to-date with current legislation and industry standards

• Ability to work accurately to deadlines with accountability and ownership for own deliverables

• Strong IT skills and confidence using Microsoft Office, particularly MS Word, Outlook and Excel

• Capable of writing accurate financial planning recommendations in a succinct and structured manner with a keen eye for small details

• Good knowledge of investment products and ability to prepare compliant advice relating to pensions (including pension transfers, the lifetime allowance, income drawdown, the annual allowance), tax planning investments, onshore and offshore bonds and trusts (and everything in between).

**Highly Desirable
**
• Experience of cashflow modelling using Voyant

• Previous experience of using Xplan (our CRM system)

• Experience of using FE Analytics

**Salary and Benefits
**
Competitive salary commensurate with experience, plus benefits.

**About Us
**
Established in 2020, Heronsgate has grown rapidly in its short history. We are a highly collaborative team, with genuine enthusiasm and drive to provide the very best in financial planning and investment management to our clients. Please take a look at our website for further information about who we are and what we deliver: www.heronsgatecapital.com

**Location
**
Located in London, Queen Street (EC4R), we offer optional hybrid working.

Please apply with your CV and covering email to recruitment@heronsgatecapital.co.uk.

No recruitment agencies at this stage, thank you.

We are committed to equality of opportunity for all. Applications from individuals are encouraged, regardless of age, gender, race, sexuality, disability, religion or any other protected characteristic.