Senior Paraplanner (Supporting Top Billing Adviser) - London - £55,000K - £65, 000K + Generous Bonus

My client is an Independent, nationwide Chartered IFA based in The City, who due to organic growth, now require a diploma qualified Senior Paraplanner to work alongside the Top Billing Adviser of the business. You must be technically competent across various products such as pensions, protection, investments, IHT, Estate planning and ideally Chartered or working towards this.

Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. The role is very hands-on, working in pod structure, fast paced environment and being a key point of contact for clients.

You will play a pivotal role to the business and work in a highly collaborative working environment where your recommendations and experience will be highly respected. The role is very technical and complex and will be working with UHNW clients. There is an opportunity for the role to develop to a Financial Adviser, however the key focus will be working as a Senior Paraplanner and highly technical No:2 to the Adviser.

If you are looking to work in a fast paced, challenging environment and be part of close-knit high performing team and want to expand your technical skills and be part of the client’s journey, then this is the right opportunity to help you achieve your career aspirations.

If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across