SENIOR PARAPLANNER ( Client facing)

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 camillafinancialdivisions.co.uk