Senior Paraplanner - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a well-established, chartered, and award-winning wealth management firm. Having doubled in size over the last couple of years and looking to continue to grow. They now require a diploma qualified Senior Paraplanner, ideally working towards chartered/advanceddiploma. This Senior Paraplanner is to work alongside the Director/Adviser of the business. You must be able technically competent across various products such as pensions, investments, IHT, Estate planning.

Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investmentportfolios, soft fact finds and preparation of annual reviews with clients.

You will play a pivotal role to the business and work in a highly collaborative working environment where your recommendations and experience will be highly respected.

Working closely with the Adviser, attending client meetings and building relationshipswith clients. There is an opportunity to continue to develop you into a Financial Adviser.

If you are looking to work in the heart of the City only 2/3 days a week and the rest from home and want to expand your knowledge with one of the best in the business, then this may be the right opportunity.

If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula Sloan.