Senior Paraplanner

Recruiter
Financial Divisions
Location
London, UK
Salary
Competitive
Posted
17 Aug 2019
Closes
03 Oct 2019
Ref
1222752089
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A fantastic opportunity has arisen for an experienced Paraplanner to join a highly respected Chartered Financial Planning firm, who nurture long term relationships with their clients. The Paraplanner position has the opportunity for significant client interaction and will be based in their London office.

As the Paraplanner you will have a proven track record with in-depth technicalexperience. You will support the Financial Planner in research and analysis to meet client objectives, prepare client reviews, financial plans and suitability reports. You will also assist the Financial Planner with client presentations.

You will have the ability to think laterally and be able to challenge current standards and find ways to improve quality of advice.

I am looking for you to have an engaging manner, with excellent ommunication skills and building relationships internally within the advisoryteam. A solution orientated approach with excellent influencingskills, good working knowledge of research tools such as MorningStar/FE, Dimensional Returns and experience of using Voyant cashflow.

Senior Paraplanner

London

£40-50k+ excellent benefit package

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