Senior Paraplanner
2 months ago
Paraplanner
**Position**: Paraplanner
**Location**: London/Hybrid (2 days per week working from home)
**Minimum Requirements**: Level 4 qualified; Minimum 4 years' paraplanning experience, ideally Chartered
**Salary/package**: £50,000 to £65,000 + bonus + benefits including pension + PMI + study support
**YOUR NEW COMPANY**
Our client is a Chartered Financial Planning Firm based across the UK which provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK. The business acts for a wide rangeof clients, and is recognised as being a leader in its field.
**THE ROLE**
The Paraplanner position is a hybrid role which allows for 2 days per week working from home. The role's duties include:
- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- Providing technical resource and research to the adviser team
- Acting as an effective point of liaison between adviser and support teams
- Attending client meetings with IFA's/Financial Planners
- Contributing to the continued improvement of the client experience
**REQUIREMENTS**
- Level 4 qualified, ideally Chartered
- Worked as a paraplanner for at least 4 years
**REMUNERATION / PACKAGE**
The package for the Paraplanner role is as follows:
- Competitive salary of between £50,000 and £65,000
- Discretionary bonus
- 25 days' annual leave
- Excellent pension
- PMI
- Study support
- Various other benefits
**Next steps**:
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