Location - London
Salary - £65,000
A Senior Paraplanning job opportunity has arisen for a well established London based Financial Planning firm.
As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include:
Receiving debriefings from the Advisor's post meeting and actioning required tasksAnalysing and interpreting data when researching to provide appropriate solutionsProvide records to support the undertaken researchDraft suitability reports and client illustrationsUndertake Fact Finds and provide suitability reportingWork on recommendations with the Directors and Financial Planners Requirements
You should ideally have 2+ years’ experience as a ParaplannerYou must have a clear understanding of the financial planning processYou should be able to produce professiona...