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Accountancy Divisions
,
London, Greater London
Senior Paraplanner - London
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Job Title: Senior Paraplanner Location: London Salary: £40K to £60K Pension Bonus Holiday Flexible benefits full study support As a leading, independently owned, financial and professional services group, my client has been looking after the financial affairs of individuals, families and businesses for more than a century. Due to organic growth, my client has a Senior Paraplanning vacancy available. You will be joining a firm with around £20.8billion assets under management and 20,000 professional advisers worldwide. With the accountancy side feeding leads, their team offer a powerful combination of business and financial insights, ensuring informed decision-making by individuals and businesses. As a Senior Paraplanner you will hit the ground running building close relationships with clients. This relationship then enables the advisors to support clients with tailored solutions, proactivity and quality care. Some of you Paraplanning duties will include Cashflow modelling using Voyant, suitability reports across Pensions, Investments, Protection and other financial planning products. As a Paraplanner you are offered the opportunity to progress into a full Advising role or strengthen your technical knowledge as a Paraplanner. To do this they will offer full study support and constant mentoring from the Advisers. If you are looking for your employer to dedicate their time to your development, then please send your CV or call for a confidential chat Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you