Paraplanner, City of London, Up to £55,000 Basic Salary + Bonus + Excellent Benefits
ParaplannerCity of LondonUp to £55,000 Basic Salary + Bonus + Excellent BenefitsChartered Financial Services Firm Established Senior Adviser Client Bank Strong Technical Role Hybrid Working AvailableAn excellent opportunity has arisen for an experienced Paraplanner to join a highly respected Chartered Financial Services firm based in the City of London.This is a challenging and technically focused role working closely with a highly experienced Financial Adviser who has an established client bank of approximately £80m AUM, including a significant proportion of high-net-worth clients. The client base is primarily focused on pensions, investments and protection, with an average client size of around £800k.This role would suit a highly organised, self-motivated and technically strong Paraplanner who is confident managing end-to-end cases and working closely with advisers and clients in a fast-paced, professional environment.The OpportunityYou will work directly with an established Financial Adviser, taking responsibility for full paraplanning and case management from initial fact-find through to implementation and ongoing review work.This is a hands-on, detail-driven role requiring strong technical knowledge, excellent communication skills and the ability to manage multiple priorities while maintaining exceptional quality standards.Your responsibilities will include:• Writing suitability reports for new business and annual client reviews • Conducting product, fund and platform ..... full job details .....
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