Senior Paraplanner
3 weeks ago
We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis.
Working very closely with the advisory team on a 1:1 basis, this role also will involve regular liaison with clients to assess and review their information and identify shortfalls.
Experience in providing bespoke reports (not templated) and cash flow modelling will be required in this role. Also required are:-
* Minimum of Dip PFSlevel 4
* 3 years plus experience as a Paraplanner (of IFA)
* Strong MS Office IT Skills and experience of using in-house 3rd party tools such as IO/X Plan, FinancialExpress, O&M Pension Profiler
This Paraplanner role is hybrid based, predominantly working from home with travel to the Gatwick or London office required on an occasional basis(normally 1 and no more than 2 days per month)
An attractive salary and market leading benefits package is also offered with this role,
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Senior Paraplanner
1 week ago
Guildford, Surrey, United Kingdom JJ Search Full timeAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth...
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Senior Paraplanner
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Guildford, Surrey, United Kingdom JJ Search Full timeAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce accurate calculations and cash-flow modelling to best support recommendations and is responsible for preparing reports and letters for the Wealth...
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