Expert Financial Planner
1 week ago
Job Summary
We are seeking a highly skilled Senior Paraplanner (Client Facing) to join our team in The City, London. As a Senior Paraplanner, you will be responsible for supporting one Financial Adviser with high-net-worth clients.
This is a part-time role at 30 hours per week, ideally Monday - Thursday. The successful candidate will have near-Chartered status via the CII and at least 5 years of relevant experience in a similar role.
About the Role
As a Senior Paraplanner, you will assist with complex cases, prepare for and attend client meetings, gather research and analyse information, write product suitability letters and reports, conduct cash flow modelling, communicate with clients directly on complex queries, and construct financial plans with the Adviser.
Key Responsibilities
- Support one Financial Adviser with high-net-worth clients
- Prepare for and attend client meetings
- Gather research and analyse information
- Write product suitability letters and reports
- Conduct cash flow modelling
- Communicate with clients directly on complex queries
- Construct financial plans with the Adviser
Requirements
To be considered for this role, you must have near-Chartered status via the CII and at least 5 years of relevant experience in a similar role.
Salary
The salary for this role is estimated to be between £55,000 and £65,000 per annum, based on industry standards and location.
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