Job Description
SENIOR PARAPLANNER ( progress to Advice in short period)-North London C £54/60k, hybrid working, Bonus structure, competitive pension, study to complete Chartered status, future career development, extensive holiday allowance My Client, an award-winning North London Financial Advisory firm, takes pride in providing a comprehensive financial planning service to both Private Clients and Corporates supported by a truly professional team. Additional to providing investment, pension and protection planning they offer a discretionary investment management service to their clients. Opportunity Highlights Excellent opportunity for a CII Level 4 Diploma Qualified Senior Paraplanner with Chartered Status or close to completion. Full Paraplanning Opportunity working extremely closely with an experienced well established and respected Adviser within the local community. Structured career path with an opportunity to move into Advice with excellent mentoring and support Opportunity to attend Client meetings alongside the financial planner to provide support in advising the clients Work collaboratively with the financial planner and compliance team constructing high-quality financial plans for clients Responsible for full analysis of a Client’s needs, researching solutions and writing compliant and suitable recommendations for all clients Review client information from fact finds, meeting notes and existing records Undertake relevant research and collate supporting documentation and application paperwork for the advice. Preparation of lifetime cashflow modelling to develop the client’s holistic financial plan. If you are looking to join a dynamic and progressive team, send your cv to Camilla Howden on camillafinancialdivisions.co.uk hashtagseniorparaplanner hashtagparaplanner hashtagclientfacing hashtagfinancialplanning hashtagwealthmanagement hashtagnorthlondon hashtaghiring hashtagchartered hashtaghybrid