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

I have recently registered a new Senior Paraplanning role. My client is a highly regarded wealth management firm.

Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplannerto working alongside the Head of Technical Services.

You must be technically competent across various products such as pensions, pension transfers, 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.

Working in a pod system, you are not just a Senior Paraplanner but play a pivotal role to the business as you will have direct contact with clients and work in a highly collaborative working environment where your recommendations and experience will be highlyrespected, and the opportunity to mentor more junior members of the team.

If you are looking expand your paraplanning knowledge and work with dynamic and forward thinking IFA, then this may be the right opportunity for you.

This could be a key turning point in your Paraplanner career to achieve your career ambitions. The companyoffers a fully hybrid working pattern and supports work/life balance.

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.