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Accountancy Divisions
,
London, Greater London
Senior Paraplanner
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
Senior Paraplanner London £50-55k bonus A new opportunity has arisen with a successful and growing St James Partner Practice who are looking for a Paraplanner Team Leader/Manager. You must be diploma qualified and working towards your Chartered Status. You will be working closely with the Practice Partner and attend the meetings with clients, produce suitability reports across pensions, investments and protection. You will create Advice sets, illustrations and prepare compliance, all to a very high standard. You will be leading and developing a small client support team and ensure the output from everyone meets the deadlines given and quality of work is on point. You will liaise directly with clients and ensure all queries dealt with and resolved promptly and accurately. This is a hands on and busy role, you will be working in a fast paced environment so if you are looking for challenge in 2020 the look no further as this sounds perfect for you. Please send your CV to Ursula Sloan at Financial Divisions