Senior Wealth Management Paraplanner
2 weeks ago
A fantastic opportunity has arisen for an experienced Paraplanner to join a leading wealth management firm in London. You will provide technical support to their top adviser and the clients on a one-on-one basis.
Key Responsibilities:
- Carrying out technical research in preparation for client meetings, working alongside the company's most productive advisers.
- Assessing client objectives and conducting research to identify suitable solutions to meet client needs.
- Drafting recommendation reports/letters for review and sign-off by the advisers, following thorough financial analysis.
- Undertaking annual reviews, preparing valuations, arranging and attending internal/external client meetings, and providing ongoing client servicing.
- Ensuring accurate data recording and compliance with company guidelines.
The successful candidate will be an experienced paraplanner, confident in dealing with HNW clients. They will have strong knowledge of all investment, life, and pensions' products/legislation and be working for either an IFA practice or consultancy with a first-class track record in providing support to advisers.
This is an excellent opportunity for a skilled Paraplanner to take their career to the next level and work with a reputable wealth management firm.
Job Type: Full-time
Salary: Up to £60,000 + benefits
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