Senior Paraplanner

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Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000
About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients wealth.
The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations.
Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings
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Location:
London
Salary:
£65,000
Job Type:
FullTime
Category:
Accounting & Finance

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