An award winning Chartered Financial Planning firm in London is seeking a highly qualified and experienced Chartered Senior Paraplanner to join their highly reputable team. This role has come about as a result of the continued success and growth of the business. They are looking for a career Paraplanner for this role, not candidates who are looking to progress to becoming an Adviser.
Key responsibilities include:
- Supporting the advisors through the design and delivery of financial planning reports
- Primary source of technical professional support for the business across the advisor and marketing functions
- Support planning solutions and the subsequent drafting of advice
- Acknowledge and address client queries
- Sourcing external provider solutions
- Mentor more junior members of the team
Requirements
- Minimum 5 years paraplanning experience
- Ideally Chartered or close to (max one exam remaining) - CII essential
- Experience of HNW clients (£1m+)
- Familiarity with domestic and off-shore options (Europe).
- Professional, articulate, industrious with a strong eye for detail and accuracy
- Ability to work commercially and independently, recording time and activities with accuracy
This is London based role with up to 3 days WFH flexibility upon passing probation.