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Senior Financial Planning Specialist
2 months ago
We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join their team.
Key Responsibilities:- Support the Senior Leadership Team with process improvements, technical cases, and team development.
- Attend client meetings with Planners and provide support to clients.
- Contribute to the growth and success of the business.
- Several years of experience in a Paraplanning position with strong technical knowledge.
- Level 4 Diploma qualified as a minimum.
- Excellent compliance knowledge.
- Experience with cashflow modelling.
- A positive, client-centric individual.
- Flexible working hours.
- Ongoing professional development and training.
- Free onsite parking.
- Support with exams to CII Level 4 and then Chartered.
- 28 days holiday.
- Pension: 5% employer and 5% employee.
- Discretionary bonus.
- Progression within the company.
