Senior Paraplanner

1 month ago

London, United Kingdom CV Elite Full time

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so, you might be the perfect candidate for the Senior Paraplanner role at First Wealth Financial Planning, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1.

The Role: Working closely with the Director of Growth, Head of Client Outcomes and Client Outcomes Managers to deliver the best service to clients within the First Wealth Private Office and Core proposition, you will have the ability to work independently while contributing to overall success of the team. You will utilise your high level of technical expertise and meticulous attention to detail to develop comprehensive financial plans tailored to the clients needs, staying ahead of market developments, identifying optimal, innovative opportunities to further enhance the client experience, while working with senior managers to create a joined-up, high-quality service proposition.

We are looking for a career Paraplanner, who loves highly technical work, not a Paraplanner who is keen to move into advising,

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