Senior Paraplanner Job in City of London, London

Senior Paraplanner Job in City of London, London. Apply for the latest City of London, London jobs in Accounting/Financial/Insurance.

Senior Paraplanner Job in City of London, London

Job Description
Senior Paraplanner – Wealth Management Firm – Canary Wharf – c£40-60k – Hybrid Working – Progression to management

About the company:

With over 70 years' experience from different backgrounds in Wealth Management, the client focussed team are more than equipped to support their clients on their financial journey. They are here to offer tailored financial advice that is bespoke to their clients specific needs, requirements, goals, and aspirations. They take every opportunity to gain an understanding of personal, family, and financial circumstances which allows them to develop a relationship built off knowledge, trust, and respect.

Overview of the Senior Paraplanner Role:

As a Senior Paraplanner you will be:

Heading up the paraplanning and support team
Delegating work and managing workload
Mentoring the junior paraplanner
Fully analysing clients' requirements
Develop cash flow models and accurately record client data
Research and analyse financial products to meet client requirements and objectives
Construct financial planning solutions across a range of products
Prepare client suitability reports
Prepare reviews, update cash flow models, investment performance reviews and supporting reportsAttributes and experience required:

Chartered or working towards
Strong technical support experience
High attention to detail
Strong knowledge of FCA guidelinesFor more information, please apply or contact Anna at Jenrick Commercial

Job Type: Permanent, Full Time
Location: City of London, London
Category: Accounting/Financial/Insurance
City: City of London
County: City and County of the City of London
Country: United Kingdom
Salary: £40000 – £60000/annum + bonus
Benefits: bonus