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| Job Location | London |
| Education | Not Mentioned |
| Salary | Competitive salary |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
The Company: A highly regarded boutique Investment Management Company who are ambitiously growing. A fantastic reputation within the Wealth Management industry.The Role:This is a unique and highly exciting opportunity for a Senior Paraplanner to assist the Wealth Management Firm’s Senior Managing Partner. The Senior Paraplanner role will be facing off to clients in supporting the growth of the business.The Senior Paraplanner will be highly experienced Paraplanner who will prepare and implement recommendations and prepare balance sheets for the client portfolios.The Senior Paraplanner will create and maintain new and existing client files, CGT calculations plus various client reporting requirements.The Senior Paraplanner will monitor client accounts entrusting that they are not violating guidelines and update and change accordingly.The Senior Paraplanner will have face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations, obtaining information to create cash flow plans and follow up on return documentation.The Senior Paraplanner will gather relevant review documents and review reports required for the meetings and will run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.The Senior Paraplanner will work with platform and service providers as required.The CandidateMinimum of 5 years’ experience in Paraplanning within Wealth Management with proven ability in providing support at a high level.Financial Planning Diploma Qualified - essentialExcellent written and verbal communication skills and ability to face off the HNW clients.Strongdecision-making abilities, with high attention to detailAbility to interact with staff at all levels in a fast-paced environment