Senior Paraplanner

This is an exciting opportunity for Senior Paraplanner to join a successful Financial Planning firm that provides high quality financial planning and investment management service to its valued clients. This firm has built a sound reputation within the industryand is ever growing in stature.

You will report directly to a Financial Planner with an expansive client bank assisting them throughout the entire client process, from the early client correspondence stage, through the suitability report writing and supervising the administrative staffto ensure a smooth client process. Other duties may include performing research, obtaining illustrations, using analytical software and client liaison. If of interest to you, you can assist with providing guidance to fellow members of staff.

What’s needed for me to be considered?
- Previous experience in a Paraplanning role
- You will ideally be Chartered (or close to)
- Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business

What's next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a newcareer
Paraplanning, Para planner, Paraplanner, Report writer, Technical Support, Adviser Support