Senior Paraplanning Professional
2 months ago
We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join their team.
Key Responsibilities:- Support the Paraplanning Manager with processes, technical cases, and overall team improvements
- Attend client meetings with the Planners and provide support with clients
- Contribute to the development of the team and the business
- Several years of experience in a Paraplanning position with strong technical knowledge
- Level 4 Diploma qualified as a minimum
- Excellent compliance knowledge
- Experienced with cashflow modelling
- Strong leadership skills with an entrepreneurial spirit for idea creation and implementation
- Hybrid working, 3 days a week in the office
- Ongoing professional development and training
- Generous annual leave allowance
- PMI
- Company bonus
- Support with exams if you wish to become Chartered
If you are a motivated and experienced Paraplanner looking for a new challenge, please apply today. Our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
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