An award-winning Financial Advisory firm in North London is seeking a Senior Paraplanner to join their dynamic team. This firm takes pride in providing comprehensive financial planning services to both private clients and corporates. They offer investment, pension, and protection planning, along with a discretionary investment management service, all supported by a professional team.
This is an excellent opportunity for a CII Level 4 Diploma Qualified Paraplanner who is close to obtaining Chartered Status. The role provides a structured career path and the chance to attend client meetings alongside the financial planner, supporting the advisory process. You will work collaboratively with financial planners and the compliance team to construct high-quality financial plans for clients. Responsibilities include full analysis of client needs, researching solutions, and writing compliant and suitable recommendations. You will review client information from fact finds, meeting notes, and existing records, undertake relevant research, and collate supporting documentation and application paperwork. Additionally, you will prepare lifetime cashflow modelling to develop the client's holistic financial plan.
If you are interested in joining a progressive and supportive team and would like to discuss this Senior Paraplanner role, please send your CV to Joanna Clark.