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This Senior Paraplanner job in Chesterfield provides opportunity to play a key role in a growing IFA firm with a 5 year roadmap to scale the business.
As a Senior Paraplanner you will be focused on supporting their team of Financial Advisors (including Chartered Financial Advisors). You will provide support on a range of cases with a natural leaning towards the more technical / complex cases, making use of your knowledge and skillset.
The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow.
Our client also has a SIPP / SSAS administration division; therefore it is likely you will be involved in cases whereby clients have SIPPs / SSASs. As such, we are ideally seeking a Senior Paraplanner confident on this area of the market.
Senior Paraplanner Requirements
- You should be a current Paraplanner with strong knowledge of the full range of financial planning
- You should be Diploma qualified in Financial Planning and ideally hold some advanced qualifications
- You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business
The Company
Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over 300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey.
Senior Paraplanner Benefits
- Salary negotiable depending on experience (potential to consider up to 60,000)
- Hybrid role with some presence in their Chesterfield office (potential to consider fully remote, for the right individual)
- Standard company benefits at present with desire to add employee perks in due course
- Opportunity to join this business on their exciting next phase
Location
Chesterfield
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