Paraplanner
An exciting opportunity has arisen for a Senior Paraplanner to join a well-established financial planning firm, specialising in tailored wealth management, retirement, pensions, and investment advice.As a Senior Paraplanner, you will support financial planners in delivering high-quality, technically accurate advice and follow-up work for clients.This office-based full-time permanent role offers a salary range of £50,000 - £60,000 and benefits.You will be responsible forPreparing detailed paraplanning reports and client recommendations.Attending select client meetings to support financial planners.Conducting research to ensure advice is accurate and compliant.Ensuring all client documentation is thorough and well presented.Contributing to the continuous improvement of internal processes.What we are looking forPreviously worked as a Paraplanner or in a similar role.Proven experience of 4 years in paraplanning within a financial services environment.Have Diploma in Financial Services.Ability to manage multiple tasks efficiently while maintaining accuracy.Right to work in the UK.What''s on offerCompetitive salary.Private medical insurance.Life insurance and income protection.Company pension scheme.Flexibility in working hours to support work life balanceThis is a fantastic opportunity for a Paraplanner seeking to advance their career in a respected and forward-thinking financial planning practice.Important Information: We endeavour to process your personal data in a fair and ..... full job details .....
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