Paraplanner
Paraplanner – IFA
Location: Central London
MINIMUM REQUIREMENTS: Level 4 Diploma
£Negotiable + Un-Capped Bonus + Benefits
THE COMPANY
Paraplanner | Central London
A West End located fee-based wealth management practice is looking to appoint a Senior Paraplanner. The firm provides advice to HNW/UHNW clients with fee based independent advice.
Reporting to the Managing Director the Senior Paraplanner will take responsibility for the client file from data gathering, analysis, production and implementation of the financial plan create for the wealthy clients.
THE ROLE
Taking full responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan.
Take responsibility for a portfolio of clients, managing ongoing relationships and professional parties.
Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients’ needs.
Consider current and future asset allocation for investment strategy with regard to the clients risk profile lifetime cash flow.
Produce clear, technically accurate, compliant and concise financial planning and suitability reports.
Liaise with administration team to process recommendations.
Prepare co-ordinate review documentation.
Minimum Requirements:
*Diploma in Financial Planning
*A background of working with wealthy clients who have complex needs
*Understanding of the financial planning process
*Understanding of lifetime cash flow forecasting, investment analysis and advanced Microsoft excel
*Strong technical knowledge and awareness of compliance requirements
The Benefits:
*Bonus scheme
*Holidays
*Flexible Benefits
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