Job Description
Job Title: Senior Paraplanner
Location: London (Hybrid Working Available)
Salary: £55,000 - £70,000 per annum (DOE) + Benefits
About the Role
Our client, a prestigious and well-established accountancy firm in London, is looking for an experienced Senior Paraplanner to join their growing wealth management team. This is an excellent opportunity for a detail-oriented and highly skilled professional to work in a collaborative environment, providing exceptional support to financial advisors and clients.
Key Responsibilities
* Client Support: Prepare detailed financial reports and recommendations tailored to individual client needs.
* Technical Expertise: Conduct in-depth research and analysis on investment products, pensions, and other financial solutions.
* Compliance: Ensure all client documentation meets regulatory and compliance standards.
* Plan Development: Assist advisors in developing comprehensive financial plans, including cash flow modelling and retirement planning.
* Team Collaboration: Work closely with advisors, administrators, and other team members to deliver a seamless client experience.
About You
1. Experience: At least 5 years of paraplanning experience, with a strong background in financial planning.
2. Q...