Paraplanning Expert

3 days ago

Bristol, Bristol, United Kingdom VPA London Full time

We are currently looking for a talented Senior Paraplanner to join our Wealth Management team at VPA London. As a key member of our team, you will be responsible for drafting suitability reports, attending client meetings, and providing training and support to junior colleagues.

To excel in this role, you will need to have a minimum of 2 years' experience as a Senior Paraplanner, with a proven track record of delivering high-quality work under pressure. You should also possess excellent communication and interpersonal skills, with the ability to work collaboratively as part of a team.

Some of your key responsibilities will include:

  • Drafting suitability reports that align with compliance requirements
  • Assisting in client meetings and preparing recommendations
  • Providing training and support to junior paraplanners

As for benefits, we offer a competitive salary of approximately £45,000 per annum, along with a range of perks including private medical and dental insurance, an employee pension scheme, and 24 days of annual leave.

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