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Senior Paraplanner

Posted 4 February by Johnson Underwood Ltd Easy Apply Ended

High profile position within high profile organisation.

Requiring in depth experience within Paraplanning; the ability to analyse complex information and to research the best available products on the marketplace.

Supporting an elite team of Chartered Financial Advisors and Wealth Management Specialists focuses on the following:

Delivering first class to support to senior team; in depth client support; detailed analysis and reporting re products, ensuring all administrative processes are completed with full compliance and adherence to FCA rules

Create strategic planning documents pertinent to each individual client; make recommendations based on up to date market information; ensure all is completed in line to meet FCA standards

Ensure all new business paperwork is completed and recorded and all supporting staff are fully briefed as to what is required Produce weekly reports based on activity and new instructions

Seeking an Individual with an exceptional background to date who is keen to continue to develop and progress who can deliver a crème de la crème support service; you will have the opportunity to excel.

Whatever you out in to this role you will be rewarded tenfold or more. Exceptional career opportunity to join an elite team

Required skills

  • Administrative
  • Management
  • Reporting
  • Research
  • Strategic Planning

Reference: 34391415

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