My client is currently seeking a Senior Technical Paraplanner to join our team in London. The successful candidate will work closely with our financial advisors and clients to provide high-quality technical support and financial planning advice.
Work closely with our financial advisors to provide high-quality technical support and financial planning advice
Conduct detailed research and analysis to support financial recommendations
Develop and maintain strong relationships with clients, ensuring a high level of client satisfaction
Produce complex financial planning reports, including cash flow projections, investment analysis, and retirement planning
Provide technical support to junior members of the team, including training and development
Keep up-to-date with changes in legislation, taxation, and financial markets to ensure advice is accurate and relevant
Support the financial advisors in delivering presentations to clients and prospects
Minimum of 5 years’ experience in a technical paraplanning role
Diploma in Financial Planning
Excellent analytical and numerical skills
Ability to work under pressure and meet deadlines
Strong attention to detail
Experience using financial planning software and tools, such as Salesforce
Knowledge of taxation and pension legislation
Experience in dealing with high-net-worth clients is desirable
If you are a highly motivated individual who thrives in a fast-paced, client-focused environment, we encourage you to apply.
This is an excellent opportunity for an experienced technical paraplanner to take the next step in their career and join a dynamic and growing team in London.