My client is looking for an experienced Senior Technical Paraplanner to join their busy team in the London office. The role will be to provide financial planning support to advisers in a successful team, assisting them in delivering an outstanding holistic financial planning service to new and existing clients of the firm. This company is a wealth planner, asset manager and Employee Benefit specialist working independently to provide objective advise that align to their client's best interest.
You will be responsible for;
* Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting. * Producing comprehensive and clear suitability letters for clients.
* Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others. * Dealing with complex and technical client queries as and when they arise. * Preparing a series of lifetime cash flow models relevant to each client's circumstances, objectives and possible financial outcomes. * Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
The successful candidate will have have several years experience working within the in dependant sector of the financial services industry and be in a paraplanning role involving direct contact with sophisticated high net worth clients. They would also need to be working towards becoming a Chartered Financial Planner (or IFP equivalent) and have excellent knowledge of investment, life and pensions products and current legislation.
In return for your hard work, you will be rewarded with a very generous salary as well as an excellent set of benefits, together with a discretionary bonus scheme.
Please quote 43065 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.