Senior Paraplanner
1 month ago
Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.
Requirements:
- 2+ years experience as an Senior Paraplanner
- Excellent attention to detail and technical knowledge
- A good understanding of FCA COB rules
- Ability to work under pressure and as part of a team
- Level 4 Diploma and ideally have level 6 or working towards
Key Responsibilities:
- To draft suitability reports in alignment with the compliance requirements
- Ensure all information received from the financial planner is complete and accurate for advice
- Attend and assist client meetings and preparing suitable recommendations with accuracy and care
- Provide training and general support to the Paraplanners
- Excellent writing and verbal skills
- Good decision-making skills
- Enjoy mentoring and coaching
Package:
- Salary 45k
- Hybrid working (3 days in office)
- Private Medical and Dental Insurance
- Employee Pension Scheme
- 24 days Annual Leave
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