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Provide dedicated technical support to a Senior Director
Hybrid working, beautiful working conditions, excellent social environment, long list of benefits.
Our client is looking for a Senior Paraplanner to Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the focus and their HNW Clients are supported by this professional team providing truly holistic Financial Advice.
Opportunity Highlights- Senior Paraplanner
** High profile Senior Paraplanner role within the business supporting a senior Director with a well-established Portfolio of HNW Clients
** As a Senior Paraplanner - Enjoy a Client facing role
** Confidence, exceptional attention to detail, ability to work unsupervised and working to the tightest of deadlines under present are key required personal characteristics.
** Work very closely with your Adviser gathering Client information carrying out research and technical assessment of cases to produce effective and technical suitability letters on complex cases.
** Opportunity to mentor more junior paraplanners
** Demonstrate the ability to build a strong proactive working relationship with your Adviser.
** Opportunity to demonstrate analytical thinking, strong written communication skills, technical expertise, and an exceptional client focus.
** Diploma Qualified ideally working towards Chartered Status
** Minimum of 3 to 4 years Paraplanning experience is required.
If you are interested in discussing this Senior Paraplanner opportunity further, contact Sam at Financial Divisions.
