Senior Paraplanner/ Wealth Associate - London, United Kingdom - Bayford Hale

Description

Job Description

A fantastic opportunity to work for an established chartered financial planning firm based in London. They offer excellent advice to their private clients and support their employees to develop in their roles.

Responsibilities:

• Being key support to Financial Planners
• Sitting in on key private client meetings with advisors
• Producing high quality suitability reports
• Cashflow modeling for private client's key objectives
• Keeping up to date with key product and regulation knowledge.

Requirements:

• Previous experience within a Paraplanning role for Private Clients
• Level 4 diploma in regulated financial planning (CII)
• Excellent technical knowledge on a wide range financial planning advice
• Exceptional communication skills, both verbal and written
• Experience using financial planning platforms (software).

If you meet the about requirements, please submit your application for the role.