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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
A fantastic opportunity has arisen for an experienced Paraplanner to join a highly respected Chartered Financial Planning firm, who nurture long term relationships with their clients. The Paraplanner position has the opportunity for significant client interaction and will be based in their London office. As the Paraplanner you will have a proven track record with in-depth technicalexperience. You will support the Financial Planner in research and analysis to meet client objectives, prepare client reviews, financial plans and suitability reports. You will also assist the Financial Planner with client presentations. You will have the ability to think laterally and be able to challenge current standards and find ways to improve quality of advice. I am looking for you to have an engaging manner, with excellent ommunication skills and building relationships internally within the advisoryteam. A solution orientated approach with excellent influencingskills, good working knowledge of research tools such as MorningStar/FE, Dimensional Returns and experience of using Voyant cashflow. Senior Paraplanner London £40-50k excellent benefit package