Job Reference: AS50738
Job Duration:
Start date: ASAP
Description:
Senior Paraplanner - Wealth Management Firm - Canary Wharf - c£40-60k - Hybrid Working - Progression to management
About the company:
With over70 years' experience from different backgrounds in Wealth Management, the client focussed team are more than equipped to supporttheir clients on their financial journey. They are here to offer tailored financial advice that is bespoke to their clients specific needs, requirements, goals, and aspirations. They take every opportunity to gain an understanding of personal, family, andfinancial circumstances which allows them to develop a relationship built off knowledge, trust, and respect.
Overview of theSenior Paraplanner Role:
As a Senior Paraplanner you will be:
* Heading up the paraplanning and support team
* Delegating work and managing workload
* Mentoring the junior paraplanner
* Fully analysing clients' requirements
* Develop cash flow models and accurately record client data
* Research and analyse financial products to meet client requirements and objectives
* Construct financial planning solutions across a range of products
* Prepare client suitability reports
* Prepare reviews, update cash flow models, investment performance reviews and supporting reports
Attributes and experience required:* Chartered or working towards
* Strong technical support experience
* High attention to detail
* Strong knowledge of FCAguidelines
For more information, please apply or contact Anna at Jenrick Commercial
Industry: Financial Services
Salary: £40000 - £60000 per annum + + bonus
Salary Benefits: + bonus
Vacancy Type: Permanent
Job Skills: -
Contact Name: Anna Stevenson
Website: -
Direct Application URL: -