Our client is seeking a Senior Paraplanner with at least 3 years experience to join their London team.
This is an interesting role for a Paraplanner/Financial Planner who has experience of being client-facing and wishes to continue their career in this direction, without the responsibility of winning new business. Due to the unique structure of the Financial Planning offering, you will deliver financial advice to existing clients on areas such as Pensions and Investments, conducting fact finding discussions and writing suitability reports.
We are looking for candidates who are at least Level 4 qualified under CII or CISI with a very strong understanding of Financial Planning and Client Suitability.
Our client is offering a fantastic basic salary and impressive benefits package. The role is London based and requires full-time in the office during probation followed by 1-2 days a week flexibility to work from home thereafter.