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Job Title: Senior Paraplanner
Location: London (Hybrid Working Available)
Salary: £55,000 - £70,000 per annum (DOE) + Benefits
About the Role
Our client, a prestigious and well-established accountancy firm in London, is looking for an experienced Senior Paraplanner to join their growing wealth management team. This is an excellent opportunity for a detail-oriented and highly skilled professional to work in a collaborative environment, providing exceptional support to financial advisors and clients.
Key Responsibilities
Client Support: Prepare detailed financial reports and recommendations tailored to individual client needs.
Technical Expertise: Conduct in-depth research and analysis on investment products, pensions, and other financial solutions.
Compliance: Ensure all client documentation meets regulatory and compliance standards.
Plan Development: Assist advisors in developing comprehensive financial plans, including cash flow modelling and retirement planning.
Team Collaboration: Work closely with advisors, administrators, and other team members to deliver a seamless client experience.
About You
Experience: At least 5 years of paraplanning experience, with a strong background in financial planning.
Qualifications: Diploma in Financial Planning (DipPFS) or equivalent, with progression towards Chartered status preferred.
Skills: Strong analytical and problem-solving skills, with excellent attention to detail.
Communication: Outstanding written and verbal communication skills, with the ability to explain complex financial concepts clearly.
Technical Knowledge: Proficiency in financial planning software and tools, such as Voyant or Intelligent Office.
Why Join This Team?
Reputable Firm: Work with a highly respected firm known for its commitment to client excellence.
Professional Growth: Benefit from ongoing training and development opportunities, with support towards achieving Chartered status.
Flexible Working: Enjoy a hybrid working model that supports work-life balance.
Collaborative Culture: Join a supportive team that values collaboration and innovation.
How to Apply
If you are an experienced Senior Paraplanner looking for a new challenge in a dynamic and client-focused environment, wed love to hear from you.
Take the next step in your career and join a team that values expertise, precision, and client satisfaction.
