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Accountancy Divisions
,
London, Greater London
Senior Paraplanner
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Senior Paraplanner London £40-50k excellent benefit package Financial Divisions are looking for an experienced, engaging and innovative Lead Financial Paraplanner to work with a great firm in London. As the lead Paraplanner, you will be responsible for ensuring best practice in all aspects of research, recommendations, reporting writing, file maintenance, business submission and completion of new projects. The role involves evolving the processes into best practice and ensuring this is delivered through the team. Providing support and nurturing their team, and over time building a complimentary team of paraplanners as the group grows. The lead paraplanner will need a level of creativity that generates and nurtures ideas, using data / analytics to inform management of delivery development, to ensure we are delivering distinctive and successful client on-boarding, and ultimately retention. There is a key focus on delivering compliant driven projects for new business from the advisors in the business and on-boarding clients, and in doing-so creating a 'wow’ experience. The role involves creating and developing strong relationships with both advisors, the support team, and ultimately the para planning team, which will be built over time. Staying up to date with both regulatory changes and also emerging technology platforms and ensuring sufficient activation of digital components, project delivery times, cross team communications, monitoring analytics and identifying areas for improvement to build and grow the solution and delivery. The ideal candidate will be Diploma Qualified, confident, creative and responsible who is a positive team player, looking to develop their career at the heart of an exciting and expanding practice, seeing paraplanning as a career in itself. For immediate consideration please send your CV to Madeleine