Senior Paraplanner/Client Manager

Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits.Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients.Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements.You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products ..... full job details .....