Senior Financial Planning Specialist

2 days ago


St James's, Greater London, United Kingdom Jenson Fisher Full time

Jenson Fisher - A Leading Provider of Financial Planning Services

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We are a leading provider of financial planning services to medical professionals across the UK. Our team of experts has a deep understanding of the financial matters important to their clients and provides impartial advice.

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We are now seeking a highly skilled Senior Paraplanner to join our Technical Team in Central London. The successful candidate will earn an estimated £65,000 per annum.

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About the Role

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  • The Senior Paraplanner will work closely with the Financial Planner to provide technical support and guidance to clients.
  • The role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.
  • The Senior Paraplanner will be responsible for supervising Client Services and ensuring that all information required for technical calculations and plan analysis is accurately gathered.
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Responsibilities

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  • Support to Financial Planners: Carry out technical analysis and calculations, providing recommendations on financial services products.
  • Client Liaison: Communicate with clients by phone, email and letter as necessary.
  • Third Parties: Instruct investment custodians in a timely and accurate manner retaining oversight until completion.
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Requirements

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  • Chartered status (or very close to achieving).
  • 3-5 years' experience in a paraplanning capacity as a minimum.
  • Good academic qualifications in an analytical discipline.
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About Us

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We offer a unique opportunity to work with a leading provider of financial planning services to medical professionals. If you have the skills and experience we are looking for, please apply for this exciting role.



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