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Senior Paraplanner

2 months ago

St Albans, United Kingdom Heat Recruitment Full time

Our client is an award winning, Top 100 Financial Adviser ranked, chartered Financial Planning firm which is rapidly expanding. They have a presence across the South East of the UK and pride themselves on providing long term support to their clients.Following recent growth, the company are now hiring for a Senior Paraplanner to join the firm's St Albans office. The successful candidate will be responsible for providing support in relation to all Paraplanning activities throughout the firm.You will join a team which champions progression, and pride themselves as a 'people-first’ business - the team encourage idea sharing and promote a positive working environment. In addition to a competitive starting salary (flexible depending on experience) per annum, the firm offer a benefits package to include a 25 days of annual leave, extra birthday day off, EAP system, early finish Fridays, 'beer o clock', flexible working and free parking. What's needed for me to be considered?

  • Have at least 2-3 years of experience as a Paraplanner
  • Have obtained the Level 4 qualification in Financial Planning
  • Working to a high standard and having excellent IT skills
  • Strong knowledge of all products including Pensions, Investments, IHT Planning, Estate Planning

What next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the Senior Paraplanner opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Job Synonyms: Junior Financial Adviser, Junior Financial Planner