SENIOR PARAPLANNER (Client facing opportunity)
Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your client-facing skills with a very reputable local wealth management firm known for both their client loyalty and care for their staff.
Opportunity Highlights
1. Provide full paraplanning support to a senior Financial Planner, producing high-quality financial plans for clients.
2. Enjoy developing your technical paraplanning skills further.
3. Attend client meetings and be part of the advice process.
4. Review client information from fact finds, meeting notes, and existing records; undertake research and collate supporting documentation and application paperwork for the advice.
5. Provide full analysis of a client’s needs, researching solutions and writing compliant and suitable recommendations for all clients.
6. Full lifetime cashflow modelling to develop the client’s holistic financial plan; current cashflow modelling experience required.
7. Perfect structured career path with excellent mentoring.
Minimum Requirements
1. A minimum of 2 years pure paraplanning experience with client-facing and Level 4 Diploma essential.
2. Study support provided to assist with advanced papers to achieve your Chartered Status.
If you are looking to join a dynamic and progressive team, send your CV to Camilla Howden on camilla@financialdivisions.co.uk.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
#J-18808-Ljbffr