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Senior Paraplanner
Location:
London
Description:
Are you a career paraplanner with a high level of technical knowledge and experience? Do you love cash flow modelling and have a passion for financial planning? If so, we have the perfect opportunity for you! Opportunity As a senior paraplanner at Tanager Wealth Management , you will be responsible for supporting our financial advisers in delivering high-quality financial planning solutions to our clients. You will have the opportunity to work collaboratively to provide unique solutions on a variety of complex cases and impact our clients' lives positively. Our working environment is friendly and fun, and you will join a supportive team of professionals where training and future development are prioritised to enable your success and develop a meaningful career. About the Role Attend client meetings with financial advisers Conduct comprehensive research and analysis to meet client needs and objectives Construct appropriate solutions for clients and make recommendations in conjunction with the adviser Develop and maintain internal relationships Contribute to the research and due diligence of new products and platforms Cash modelling, which can be complex and requires adaptability to take account of multi-jurisdiction tax and financial planning Write fully compliant, individually tailored, in-depth client suitability reports, wealth plans and financial plans Prepare for annual review meetings Maintaining accurate client records and digital client files Keep up to date with FCA, SEC and regulatory authorities Dealing with client queries Managing other paraplanning team members where needed Proactively develop product and industry knowledge Essential At least 6 years of experience in a paraplanning / technical role Level 4 diploma and working towards CII Level 6 Advanced Diploma or Chartered or equivalent A career paraplanner with a high level of technical knowledge Excellent communication and interpersonal skills Strong organisational and time management. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
April 23 on ListedBuy
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More About this Listing: Senior Paraplanner
Senior Paraplanner is a Accounting & Finance Senior Paraplanner Job at Recruitment Rebellion located in United States. Find other listings like Senior Paraplanner by searching Oodle for Accounting & Finance Senior Paraplanner Jobs.
Senior Paraplanner is a Accounting & Finance Senior Paraplanner Job at Recruitment Rebellion located in United States. Find other listings like Senior Paraplanner by searching Oodle for Accounting & Finance Senior Paraplanner Jobs.