Up to £45k DOE | Flexible Hybrid Working | Great company benefits
Senior Paraplanner - This is a great opportunity for an experienced Paraplanner to join a leading firm.
Senior Paraplanner responsibilities include: -
- Research clients’ financial arrangements analyse investment and client data
- Construct financial planning strategies and research financial product marketplace
- Produce financial planning reports and letters
- Act as a point of contact for client-related administrative matters
- Process new business and track completion
Senior Paraplanner requirements include: -
- A minimum of 3 years of previous paraplanning experience is essential
- Level 4 CII Diploma in Financial Planning or part-qualified, working towards a Level 4 Diploma
- Research and analysis skills
- knowledge of relevant FCA compliance procedures
Your Benefits for a Senior Paraplanner: -
- 25 days annual leave plus bank holidays
- Death in service 3 x annual salary
- Access to Westfield Rewards and Health scheme
- 24-hour external Employee Assistance Programme helpline
- Buy and sell holiday
- Introducing clients and staff commission schemes
- Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years’ service
We want to hear from you if you are an experienced paraplanner who thrives in a pressurized environment with tight deadlines.
Recruitment Consultant: Joanne Howell
Ref: 10274