Senior Paraplanner

**A chartered financial planners locally are seeking a Senior Paraplanner to work closely to support a team of advisers managing £600m of client assets and trading for 33 years.**
- Competitive salary range between £35,000pa-£45,000pa _
- Full time position 9-5.30pm, flexible working is an option but initially the role would be permanent in the office. _
- 22 days holiday + 8 bank holidays (and birthday off), Company pension total 9%, Death in service 4 x salary, Company bonus scheme if targets are achieved, Group Income Protection paying 75% of salary, Annual salary reviews with incentives for exam success._
- Carrying out research on investment products, and calculations in relation to Investment Bond surrenders, Pension contributions and inheritance tax planning mitigation.
- Product research and report writing and preparing the recommendation report.
- Carrying out investment research as part of client review process.
- Experience of using industry software such as Intelligent Office, Dynamic Planner, O&M and Cashflow planning software.