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| Job Location | London |
| Education | Not Mentioned |
| Salary | 60,000 - 70,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
I have recently registered a new and challenging Senior Paraplanning role/Financial Advisory role. My client is a highly regarded chartered boutique wealth management firm. Having doubled in size over the last couple of years and looking to continue to grow.They now require a diploma qualified, ideally chartered or working towards advance diploma Senior Paraplanner/Financial Adviser to working alongside the Director of the business. You must be able technically competent across various products such as pensions,investments, IHT, Estate planning.Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the clients risk profile, Rebalancing client investmentportfolios, soft fact finds and meeting with clients to analyse attitude towards risk and provide solutions to clients wealth and objectives.You will play a pivotal role to the business and work in a highly collaborative working environment where your recommendations and experience will be highly respected. Working closely with the Director/Adviser, attending client meetings and building relationshipswith clients.If you are looking to work in the heart of the City only 2 days a week and the rest from home and want to expand your knowledge with one of the best in the business, then this may be the right opportunity.If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across