SENIOR PARAPLANNER

3 weeks ago


London, United Kingdom Financial Divisions Full time

To c £55k, very comprehensive study package including Bonus, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path.Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staffOpportunity Highlights** Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients** Enjoy developing your technical paraplanning skills further** Attend Client meetings and be part of the Advice process** Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice** Provide full analysis of a Client’s needs, researching solutions and writing compliant and suitable recommendations for all clients** Full lifetime cashflow modelling to develop the client’s holistic financial plan, current cashflow modelling experience required** Perfect structured career path with excellent mentoring** A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential** Study s...


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