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Senior Paraplanner

Anthony Alexandra
Job LocationWoking
EducationNot Mentioned
Salary£400,000 - £500,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

A highly successful and expanding Independent Financial Advisers are seeking an experienced Senior Paraplanner to join its friendly, and stable team. The role holder will act as the senior within the Paraplanning team supporting Financial Planners and Directors providing a high level support to high net worth clients.The key requirements for the role will be:

  • Level 4 Diploma and working towards Level 6
  • At least 3 years paraplanning experience
  • Knowledge of FE Analytics, Intelligent Office and Voyant
  • Strong focus on delivering high quality client service
  • Excellent attention to detail and organisational skills
  • Confident and competent communication skills - verbal and written
    • The role:
  • Supporting Directors and Senior Financial Planners
  • Attend and participate in client meetings ensuring you obtain the relevant client information during the meeting
  • Liaising with clients as required by the Financial Planner.
  • Conducting technical research and interpreting the results
  • Creating accurate cash flow planning analysis in line with client objectives
  • Preparation of suitability reports ensuring a high level of accuracy and care.
    • This is a very rare opportunity to attain a role within a leading reputable IFA business, recognised for retention of staff and structured career progression.Thank you for showing your interest and please contact us at your earliest convenience as we are arranging interviews shortly. If this role does not suit you, please contact us for alternative vacancies.Anthony Alexandra Associates specialises in Financial Services, Insurance and Accountancy recruitment focusing on Pensions, Employee Benefits, IFA, Investments, Mortgages, Actuarial, Broking, Claims, Loss Adjusting and Underwriting within Commercial and Personal Lines markets. Required skills
  • Paraplanning
  • Financial Planners
  • pensions
  • investments
  • suitability reports

    • Keyskills :
    Paraplanning Financial Planners pensions investments suitability repts

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