Senior Paraplanner

Our client, a very successful IFA practice with offices in Trowbridge now requires a Chartered Paraplanner to join their team. The focus of this role is to support consultants that provide financial planning advice to HNW & UHNW clients across the UK andact as a point of contact for clients for queries/questions etc.

As one of most senior Paraplanners within this boutique business, you will get involved in the more complex cases, dealing with HNW clients/cases on a daily basis. You will be assisted by an excellent back office team consisting of administrators, JuniorParaplanners and compliance.

The role will include research, preparing suitability letters, annual reports, making recommendations for client meetings and attending client meetings.

To be considered for this role you will be a motivated Paraplanner with at least 4 years expereince - the client is looking to recruit a Chartered individual but will consider someone who is within 1 or 2 exams.

An excellent opportunity to work within a forward thinking and well-respected establishment.

The client is offering a basic salary to £50,000 + bonus and excellent company benefits.