Senior Paraplanner
Barclays · london, United Kingdom
financial planningcompliancerisk managementclient relationscash flow modellingreport writingexperienced
Job Description
Join Barclays Private Bank as a Senior Paraplanner, supporting Wealth Planners in preparing financial planning advice and creating compliant suitability reports. You will lead on complex advice cases, drive technical development, and maintain high accuracy in a fast-paced environment. The role involves client interaction and requires strong knowledge of financial planning and regulatory issues.
Qualifications
CII Level 4 Diploma in Regulated Financial Planning; ideally working towards CII Level 6 Chartered Status/Advanced Diploma.
Skills Required
- financial planning
- compliance
- risk management
- client relations
- cash flow modelling
- report writing
Location
City: london · Country: United Kingdom