Senior Paraplanner
We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team.Role Overview (full job spec available on request) Providing technical support to financial plannersAttending client meetings (when required)Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsCashflow modellingIHT PlanningWriting and tailoring high quality suitability letters based on consultation with the AdviserDemonstrating an awareness of compliance and regulationsThe PersonC 4 years + technical paraplanning experience (essential)Chartered/ near to completion (essential)Cashflow modelling experience (desirable) Experience gained within a HNW environment (desirable)The PackageBasic starting salary c£65,000 + 10% bonus3 days in the office and 2 from home25 days holiday + Christmas shutdown 5% matched pension contributions4 x Life CoverCash plan PMI To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn. ..... full job details .....
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