Role: Senior Paraplanner - Chartered IFA Practice
Location: Central London
Salary: Up to £55,000 + Benefits and Bonus
A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in Central London. You will provide technical support to the advisers of the firm and also to internal team members
Key Duties include:
Provision of full pre sales para-planning support for Advisors, ensuring that suitability letters and new business illustrations are accurate, concise, and timelyMaintain a good understanding of overall technical knowledgePreparing reports and recommendations in line with Advisers findingsTechnical research for fund and product recommendationsLiaise with key individuals within the business where necessaryEnsure that accurate Client records are updated and maintained effecti...