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Permanent

Senior Paraplanner

London
money-bag 55000.00-55000.00 Annual
3118258789
Posted Yesterday

There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices.Paraplanner - London (near Bank)Up to £60,000Hybrid workingAre you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice.The Role:Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You''ll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience.Key Responsibilities:Preparing detailed suitability reports across pensions, investments and protectionConducting technical research and analysis to support advice recommendationsLiaising with Advisers, administrators and providersEnsuring all work meets regulatory and compliance standardsTo be considered for this paraplanner opportunity:At least Diploma Level 4 ( though ideally Chartered status)Previous experience as a Paraplanner within an IFA / wealth management firmStrong technical knowledge across pensions and investmentsThe role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please ..... full job details .....

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