We have an exciting role for a Planning Team Leader.
The Planning Team Leader will be responsible for a team providing expert planning and project programming services to the Project Managers and clients through all phases of planning of projects in Major Projects and Infrastructure through to project completion.
Our client offers excellent BENEFITS along with a BONUS of 15%!
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are offering up to 4 days a week working from home, with one day each week working from their London office.
Working in a small hub directly supporting 1 or 2 financial planners alongside experienced FP Administrators.
General
Are you an experienced Paraplanner (Chartered or making strong progress to be) who is looking to jump start your career and work for one of the top Wealth Management organisation in the UK?
We are looking to speak to ambitious, technical paraplanners who feel like development and progression just aren't available where they currently are.
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Paraplanning team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is a 100% office based opportunity, designed for a serious individual, who is keen to deliver in a Paraplanning capacity whilst developing and mentoring less experienced Paraplanning team members.
A rare opportuinty has been created to work side by side with one of the most successful advisers at one of the UK's most dynamic, Chartered Welath Management Houses, at their Central London offices.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
The Development Team are on track to deliver a record £1.3 billion development pipeline, securing planning approvals on two schemes in London and Bristol.
We are also taking an innovative approach to delivering more homes for students, by developing a university partnerships JV model which will provide a compelling opportunity to deliver new, large scale, high-quality accommodation.
These projects will deliver much needed new student homes in two of the UKs strongest university cities.