Senior Paraplanner

My Client is a very successful chartered financial planning firm and has been operating for over 2 decades and is looking to open their next office which will be based in Billericay. They have a very well-established Client base which includes Private families,city professionals, retirees and accumulators based in London and the Southeast who are provided with a very high service. With a strong Advisory, paraplanning and administration team, they are now looking to add this extra member to support their highestbilling adviser based in the new Essex office

Opportunity Highlights
- Working with the firms highest net worth Clients
- Advice is provided across pensions, investments tax & trust planning and protection
- Typical paraplanning duties will include complex report writing, cashflow modelling and research
- Team works on a pooled basis supported by an operations and HR team
- This role requires a CII Level 4 Diploma Qualified Paraplanner, ideally a career paraplanner
- Ideally you will have experience of FE Analytics, Intelligent Office, Voyant or Centra
- Benefits include 33 days holiday which include bank holidays, pension, medical cash plan, life insurance, gym membership and parking