Senior Financial Planner - Leading Specialist Wealth Manager

Senior Financial Planner - Leading specialist Wealth Manager

London - to £65,000 + excellent package and career prospects

An award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented environment that prides themselves on providing a positive, welcoming and social office culture you will be part of and help develop the paraplanning team.

Specific duties will include -

• Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.
• Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
• Conduct client reviews, research solutions and write reports making recommendations. Attend client meetings when required.
• Deliver broad analysis of client tax positions, with commentary and recommendations.
• Work with the paraplanning team, providing mentoring, development and appraisals. Help grow and develop the team.
• Work as part of a collaborative office environment, making suggestions and recommendations.

This is a busy, varied role which will involve processing complex information, managing multiple client cases and using a variety of systems and processes. It would suit someone who enjoys being kept busy, who is highly organised and can work and prioritise using your own initiative. The company will provide extensive training and an opportunity to learn and develop your technical and management skills.

Our client offers an excellent opportunity for individuals looking to further develop their career. This role offers excellent opportunities to progress into full Financial Planning roles as well as take further qualifications.

For more information, please contact Edward Groves