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Senior Financial Planning Specialist
4 weeks ago
We are working with a leading Financial Planning and Investment Management firm in London to find a talented Senior Paraplanner to join their team.
This is an exciting opportunity for a skilled professional to take on a client-facing role, working closely with financial advisers to deliver a tailored and cohesive experience to clients. The successful candidate will prepare suitability reports, recommendations, and cashflows after business meetings, and will have the opportunity to progress their career in a dynamic and growing firm.
Key Responsibilities:
- Prepare suitability reports and recommendations for clients
- Develop and maintain strong relationships with clients and financial advisers
- Contribute to the growth and development of the paraplanning team
- Stay up-to-date with industry developments and best practices
Requirements:
- 5 years of paraplanning experience
- University degree or equivalent
- Level 4 diploma or higher, with a focus on Chartered status
- Excellent communication and interpersonal skills
About Recruit UK:
We are a specialist recruitment agency in the financial services sector, with a strong reputation for delivering high-quality candidates to our clients. We are proud to be working with this leading Financial Planning and Investment Management firm to find the perfect candidate for this exciting opportunity.
