Senior Paraplanner

**A highly established, successful Independent Financial Practice currently requires an experienced Senior Paraplanner, to join its friendly team.**

**It provides high standards of customer service, professional advice tailor-made to its clients and long-term relationships**

**An exceptional opportunity, one in which you will be well rewarded for your commitment with a very competitive package, a great long-term career and a fantastic working environment, hybrid**

It has a policy of keeping a low profile, but a much higher profile with professionals and clients. This, they feel, has given them a good rapport and a great deal of respect from its valued clients and introducers

**Duties are varied and include**:

- Undertaking and updating product due diligence
- Daily interaction with clients and providers
- Input of the monthly ongoing fees onto spreadsheet for the business
- Preparing information for reports, i.e., illustrations, back up information
- Assisting in valuation preparation via our platforms
- Assisting Directors in the preparation of reports and liaising with clients to update fact find info etc
- Auto enrolment knowledge would be helpful.

**The following skills are essential**:

- Numeracy and literacy
- Accuracy and attention to detail
- Organised and efficient to enable procedures to be carried out effectively.
- Compliance knowledge required.
- Good sense of humour
- Computer literacy
- Excellent verbal and written communications.
- To work effectively in a small team
- Reliability & good time keeping
- Proficient in using MS Excel, Outlook, and Word and (XPLAN software an advantage)

**What’s in it for you????**

A competitive salary, commensurate with experience - which you expect to increase from your existing employment - it also offers pension and possibly a bonus structure dependant on ability/interaction with clients. There is onsite parking