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| Job Location | London |
| Education | Not Mentioned |
| Salary | 50,000 - 65,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
I have recently registered a new challenging Senior Paraplanning role. My client is a highly regarded 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, SeniorParaplanner to working alongside one of the co-founders/Advisers of the business. You must be able technically competent across various products such as pensions, pension transfers, 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 preparation of annual reviews with clients.Working in a pod system, you are not just a Senior Paraplanner but play a pivotal role to the business as you will have direct contact with clients and work in a highly collaborative working environment where your recommendations and experience will be highlyrespected.If you are looking to work in the heart of the City and want to expand your knowledge with one of the best in the business, then this may be the right opportunity. With direct mentoring, this could be a key turning point in your career in becoming a financialadviser.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 to Ursula Sloan at Financial Divisions.