SENIOR PARAPLANNER ( Client facing)

Job Description
SENIOR PARAPLANNER ( Client facing)
North London
c £45/55k, hybrid working, Bonus, study, career development
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. This highly productive financial planning team are looking to add a Senior Paraplanner to join them.
Opportunity Highlights
** Excellent opportunity for a CII Level 4 Diploma Qualified Paraplanner close to obtaining Chartered Status
** Structured career path
** Opportunity to attend Client meetings alongside the financial planner to provide support in advising the clients
** Work collaboratively with our financial planners 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
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