vacancy

Senior Paraplanner (2443)

Ref: 2443

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