Senior Paraplanner

We are currently recruiting for a highly regarded Financial Planning practice in Golders Green who are looking to recruit a Senior Paraplanner. This role does offer hybrid working and an excellent holiday package.

**General Description**

This business manages client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficient wrappers. The Golders Green branch is one of over 3,000 offices worldwide and over 100 in the UK and is supported by ahead office in the City of London.

The Golders Green branch focuses on and specialises in the tax and investment needs of retirees. Many of the clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement.

If you are someone who really enjoys paraplanning, and investment analysis and research, this role might be a good fit for you.

**Key Tasks and Responsibilities**
- Prepare, complete and deliver reports and annual reviews for clients to a high professional standard, including collating and providing the relevant information
- Receive and implement requests from branch wealth managers / financial advisors and work closely and communicate clearly with the branch administration support
- Gather and record client data as well as developing and maintaining all processes relevant to technical support and undertaking product-based research.
- Where appropriate, attend client meetings and communicate with clients (both face to face or remote) and with third parties / stakeholders as required
- Provide reports on key measures on a regular basis and undertake professional development and training where relevant
- Operate within the compliance and corporate standards of the business, including compliance with the rules of the Financial Conduct Authority (FCA), anti-money laundering (AML) laws and regulations,
- Ability to ensure that all compliance standards are met and that all Paraplanning report templates are regularly updated in line with legislative and/or product changes

**Person Specification**

**Knowledge and Experience**
- A minimum of five years’ paraplanning experience
- Qualified in Financial Services to a minimum of Level 4 (Level 6 preferred)
- Excellent attention to detail and technically minded
- Excellent written English skills

**Personal Attributes**
- Strong work ethic and ability to work independently and as part of a team
- Articulate and detail-oriented with excellent interpersonal, written and verbal skills
- Proactive with suggestions for improving our current financial planning and investment proposition