As a result of the internal career progression of incumbent staff, a rare opportunity has arisen for an experienced Senior Paraplanner to join one of the most successful financial advisory firms in the UK.
Moreover, you will be supporting the most successful Financial Adviser in the business who controls an enviable portfolio of 230 clients generating circa £60M in funds under management.
Working closely with this Senior Financial Advisor, you will operate as a team throughout the advice process, ensuring a first-class client service is delivered. More specifically, you will interpret data obtained during client meetings, conducting research to provide solutions to meet their needs, and recommending an appropriate course of action through suitability letters. Other day to day duties will include dealing with client and provider queries, preparing existing client files ready for reviews, and ensuring all files are compliant on an ongoing basis. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.
It is essential that you have relevant experience within a similar position, including report writing and research responsibilities. You will have a clear understanding of the financial planning process, with a good level of technical knowledge across investment, pension and IHT advice. It is essential that you hold the DipFA qualification, and ideally, you will have passed the DB pension exam. Our client is looking for someone with a ‘mature approach’ who is highly compliant, well-organised and a ‘safe pair of hands.’ For this position, and to ensure continuity with clients, we are looking for someone who is keen to be a Paraplanner for the long-term, rather than wanting to progress into and Financial Adviser role.
Should you wish to do so, you will have the opportunity to attend review meetings, and also be involved in other areas of the business, such as training more junior members of staff.
Working for such a major force within the industry, you will have access to market-leading training and support. You will also benefit from working in a very friendly and supportive environment, with like-minded professionals who are committed to delivering the very best service to a discerning client base.
During the current restrictions, this role is currently home-based, but once things are back to ‘normal’, this will be an office-based role in Moorgate
You will be rewarded with a basic salary of between £40K - £50K plus a range of company benefits.
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Financial Services and General Insurance Recruitment