Senior Paraplanner

4 weeks ago


Guildford Surrey, United Kingdom JJ Search Ltd Full time

An 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 Planners, and ensuring the clients needs are fully supported for the best outcome.

Level 4 Diploma in Regulated Financial Planning (or equivalent).

Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).

Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, with experience of dealing with more complex areas of financial planning advice.

MC Office/Outlook - Proficient in Word, Excel and PowerPoint.

Experience of XPlan & Cashflow planning software (Desired).


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