Senior Paraplanner

A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London.Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional.The RoleWorking closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports.The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team.Key ResponsibilitiesConduct technical research across pensions, investments, protection and tax planning solutionsPrepare high-quality, client-centric suitability reports and recommendation documentationSupport Wealth Planners in delivering holistic financial planning adviceAssist with cashflow modelling and technical analysisDraft and coordinate technical documentation for client meetingsAct as a technical point of reference for colleaguesMentor and support junior paraplanners within the teamContribute to process ..... full job details .....