Job Information

Our Clients are an award winning Chartered specialist financial planning and investment Firm a subsidiary of an international accounting and business advisory firm, operating globally giving impartial advice and wealth management to a varied client bank including private wealth individuals, entrepreneurs, family business owners and trustees.

The Role

As a Senior Paraplanner you will be working as part of a cohesive and dynamic team based in the London office. Working as a senior Paraplanner, you will provide full paraplanning support to a team of financial planners, including technical research, analysis and report writing across the range of financial planning solutions. As part of the role you will also be responsible for overseeing the workflow of client reports within the London paraplanning team and providing training and support to the less experienced paraplanners and Financial Planning Graduate Trainees.

Role Responsibilities

• Develop financial planning strategies in line with the client`s needs, goals and objectives, as agreed with the financial planner.
• Draft client-centric financial planning reports in order to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• A range of other tasks including cash flow modelling, tax calculations, liaising with product providers.

A full job description can be supplied on application along with benefits etc.