Senior Paraplanning Professional

7 days ago


Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full time

Job Role: Paraplanner

About the Role: We are looking for a skilled Paraplanner to provide comprehensive support to our Financial Planning team. The ideal candidate will have extensive experience in IFA admin or paraplanning within a financial services firm.

Key Responsibilities:

  • Research and consolidate information into well-written reports.
  • Handle multiple client queries and manage tasks for Financial Planners.
  • Assist with administration responsibilities and training for junior team members.

Requirements: Level 4 Certificate in Paraplanning and/or Diploma in Regulated Financial Planning Qualification with the CII. Proficient in Word, Excel, and Outlook with excellent customer service and written communication skills.

About Us: Fram Executive Search Limited is a leading recruitment agency specialising in financial services. We are committed to delivering exceptional service to our clients and candidates.



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