Location: Central London
Job Ref: FD / US
Salary: £50-55k + bonus
£50-55k + bonus
A new opportunity has arisen with a successful and niche Wealth Management Firm, who are looking for a Senior Paraplanner to join their dynamic and experienced team in London. You must be diploma qualified and working towards your Chartered Status.
You will be working closely with the Senior Financial Adviser & Divisional Partner, you will attend the client meetings, produce suitability reports across pensions, investments and protection, estate planning IHT. You will create Advice sets, illustrations and prepare compliance, all to a very high standard. You will be leading and developing a small client support team and ensure the output from everyone meets the deadlines given and quality of work is on point. You will liaise directly with clients and ensure all queries are dealt with and resolved promptly and accurately. Ideally experience dealing with Non-resident and non-domicile families would be advantageous.
This is a hands-on and busy role, you will be working in a fast paced environment so if you are looking for challenge in 2020 the look no further if this sounds perfect for you.
Please send your CV to Ursula Sloan at Financial Divisions at email@example.com