Job Description

Role: Senior Paraplanner - Chartered IFA Practice

Location: Central London


Salary: Up to £55,000 + Benefits and Bonus


A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in Central London. You will provide technical support to the advisers of the firm and also to internal team members


Key Duties include:

  • Provision of full pre sales para-planning support for Advisors, ensuring that suitability letters and new business illustrations are accurate, concise, and timely

  • Maintain a good understanding of overall technical knowledge

  • Preparing reports and recommendations in line with Advisers findings

  • Technical research for fund and product recommendations

  • Liaise with key individuals within the business where necessary

  • Ensure that accurate Client records are updated and maintained effecti...

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