At a Glance
- Tasks: Manage and develop client portfolios for High Net Worth clients with detailed analysis and bespoke service.
- Company: Award-winning wealth management firm with a professional culture.
- Benefits: Competitive salary, professional development, and opportunity to work with industry experts.
- Other info: Great opportunity for career growth in a respected firm.
- Why this job: Join a dynamic team and make a real impact in financial planning for sophisticated clients.
- Qualifications: Chartered status preferred, extensive knowledge in pensions, investments, and excellent communication skills.
The predicted salary is between 59400 - 72600 £ per year.
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like-minded professionals within an award-winning firm? If the answer to these questions is yes, a new home awaits.
Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients.
Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in-depth analysis of the clients' current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements.
You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. Your work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning.
Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally, you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload.
The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession.
This is an excellent opportunity to join a well-respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry.
Senior Paraplanner/Client Manager employer: Eden Resourcing
Join an award-winning Wealth Management firm in London that prides itself on maintaining the highest standards of professionalism and client service. With a strong focus on employee development, you will have access to extensive training opportunities and the chance to work alongside like-minded professionals who are dedicated to delivering bespoke solutions for High Net Worth clients. The firm's collaborative culture fosters innovation and excellence, making it an ideal environment for skilled Paraplanners looking to advance their careers.
