Senior Paraplanner

An award winning Chartered Financial Planning firm in London is seeking a highly qualified and experienced 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)

– 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.