Senior Paraplanner

Job: Senior ParaplannerLocation: City of LondonHybrid: minimum three days in officeSalary: £65,000 About UsFLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients'' wealth.The roleThis is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations.Key ResponsibilitiesAct as a key point of contact for private clients, building strong and trusted relationshipsPreparation of content for review meetingsRespond confidently to client queries and provide ongoing servicing supportUndertaking research to support client recommendationsIncluding top level analysis for Private ClientsAnalysis of funds and suitability of ..... full job details .....