Our client, a leading London wealth management firm are looking for an ambitious, experienced Senior Paraplanner to join their dynamic team of professionals.
You will be working from stylish, central London offices supporting one of the Managing Partners in preparing client financial plans, reports and portfolios, providing quality advice to ensure the best financial results.
Analysing and obtaining information to assess financial forecast and cashflows
Administering the research & analysis of financial products to meet client’s requirements
Presenting technical assessments and report writing
Dealing with FCA issues
Researching different financial products and making recommendations
Monitoring client portfolios
Writing letters on Managing Partners behalf
Preparing all file documentation
Dealing with client queries
Attending client meetings and establishing rapport
You will need to have
Level 4 diploma in financial planning although Chartered status is preferred
Be excellent at suitability report writing and analysis
Have good client relationship skills
3 + years in a Paraplanning role
Strong Technical knowledge of Pensions and Investment products
If this sounds like the role for you please email your CV to sam artemisrecruitment.co.uk to express interest.