Senior Paraplanner - London
Salary up to £45,000 plus benefits
We are leading the search for a high quality business that provide true financial planning; the firms clients are wealthy private clients and investors. The Senior Paraplanner will be responsible for providing technical paraplanning to a team of highly qualified Advisers and act as the lead Paraplanner for internal matters, procedures and policy. By working closely with the firms clients and Adviers you will ensure the best financial planning model has been produced based on the clients financial needs.
Partnering with Chartered Financial Planners to produce high quality recommendations, reports and financial plans you will sometimes articulate your reasons why directly to clients and will run regular portfolio reviews. The pre and post client meeting documentation will be run by the administrative team based on the recommendation agreed the Adviser and yourself.
The Senior Paraplanner will be in a position to apply the technical knowledge he or she has acquired from examinations and experience gained within the financial planning or wealth market. As a confident communicator with a clear understanding of the advice process you will have the ability to challenge recommendations if required and operate a the lead technical point for other members of staff.
Your technical knowledge across pensions, investments and tax planning will be of the highest order.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.