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Paraplanner

3 weeks ago

London, United Kingdom celo.associates Full time

Are you the experienced paraplanner we are looking for in our dynamic, supportive and sociable team who strives to excel at what we do?

My client is seeking an accomplished paraplanner to join our technical support team.

They can offer a development path to becoming a financial adviser or technical specialist.

They have solid plans for growth and invest in our people and processes, so our team has the best resources available to do their job well and enjoy working together.

My client offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters critical to our clients. They advise on pensions, investments, estate and successionplanning and tax-efficient products. Their unique financial planning process has been developed over years of delivering expert, comprehensive advice, and their bespoke service will ensure our clients' complex needs are met.

This is a varied and responsible role providing technical support to ensure client advice is exceptional and appropriate. Working with the broader team to ensure the smooth and effective handling of client matters, paraplanner responsibilities will involve:

- Support the financial planners
- Technical analysis
- Providing recommendations
- Drafting client reports Attending client meetings
- Liaison with clients
- Ensure integrity of client files and quality assurance Liaison and mentoring the wider support team