Senior Paraplanner

1 week ago


Bristol, United Kingdom VPA London Full time

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.


Requirements:


  • 2+ years experience as an Senior Paraplanner
  • Excellent attention to detail and technical knowledge
  • A good understanding of FCA COB rules
  • Ability to work under pressure and as part of a team
  • Level 4 Diploma and ideally have level 6 or working towards


Key Responsibilities:


  • To draft suitability reports in alignment with the compliance requirements
  • Ensure all information received from the financial planner is complete and accurate for advice
  • Attend and assist client meetings and preparing suitable recommendations with accuracy and care
  • Provide training and general support to the Paraplanners
  • Excellent writing and verbal skills
  • Good decision-making skills
  • Enjoy mentoring and coaching


Package:


  • Salary 45k
  • Hybrid working (3 days in office)
  • Private Medical and Dental Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave


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