Senior Paraplanner Location : City of London, hybrid working pattern Salary: circa 60,000- 65,000 (negotiable) + benefits A unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London. You will be supporting the Head of Wealth Management, working within an exciting and challenging environment providing technical expertise in all aspects of the financial planning and review process for Private Clients. The Person: Senior Paraplanner This is the perfect role for a confident, numerate, professional Paraplanner, who enjoys working in a fast-paced dynamic environment You will have an excellent track record as a Paraplanner within SJP, an IFA or Wealth Management business with broad technical experience With an engaging manner, and excellent people skills, you will enjoy building relationships adding value, and have the ability to think laterally and strive to find ways to continually improve the service to Clients You will hold CII Level 4 Diploma in Regulated Financial Planning and desirably be studying towards supplemental Level 6 exams. The Role: Senior Paraplanner Supporting the Partner with reviewing the Client file ahead of meetings, identifying opportunities and/or efficiencies to follow up Analysing clients existing planning and portfolios, undertaking calculations, producing highly focused strategy and suitability reports Attending client meetings when required, and liaising with the Client Services team Preparing Lifetime allowance calculations, Cash Flow analysis and Voyant Modelling Preparation of Suitability Reports, including but not exclusively; new investment and IHT business, transfer/replacement protection and drawdowns Creating advice sets, illustrations, and documentation using appropriate checklists in collaboration with Client Services Team and supporting on any technical queries from Client enquiries Liaising directly with clients where appropriate, and contacting providers for any additional technical information required Working closely with all team members to ensure smooth business submission within serviced levels standards Keeping up to date with latest Risk Briefing notes and relevant legislation. If you feel you that this role could be the challenge you are looking for please apply without delay, interviews will be taking place in February with an ideal start date of late March. Please note standard Financial, Identity and professional character reference checks will be conducted on any candidates who are offered a role with the Office. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. TPBN1_UKTJ
Job Title
Senior Paraplanner