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Senior Paraplanner

2 months ago

Guildford, United Kingdom Bruin Full time

My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.


Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.

In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.

A Paraplanner in this role would have significant experience to be able to support Wealth Planners delivering more complex advice. Prepare client centric suitability reports and other documentation, adhering to the Company’s processes and compliance framework.

As a Senior Paraplanner you will be expected to provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team.

The ideal candidate will have a number of years' working in a Paraplanning capacity within a Financial Planning company and will already have obtained or be working towards Chartered status.

This is a great opportunity to join a well established and friendly team that are currently going though a growth phase so there is plenty of scope for career progression / development.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.