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We are delighted to be partnering with a leading Independent Financial Adviser firm based in the heart of London to appoint a senior Paraplanner to join the team.
This is an excellent opportunity to join a leeading, award winning employer that values their staff and provides excellent career development opportunities.
To be considered for the role of senior Paraplanner you will ideally be Chartered however if you have demonstrable evidence of a similar role then this is not an absolute.
Our client prides themselves on providing the best financial advice to it's clients and as such they are seeking a highly competent, technically sound paraplanner with a history of providing excellent technical advice to the team.
Duties will include:
- Attending client meetings
- Producing suitability letters
- Dealing with complex and technical queries
- Interpreting new technical information, legislative and regulatory changes
- Gathering and analysing comprehensive, detailed information
- Cashflow modelling
- Communicating these models to each client in person and in writing. Dealing with queries and modified scenarios as required.
- Constructing and producing appropriate financial plans
- Guide and assist administrators
You must be a team player with the ability to create rapport and sustain long term relationships with clients and colleagues alike.
An excellent package with additional benefits are available for the right person.
This is a hybrid role with the expectation that you will meet clients face to face when required.
