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We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Senior Paraplanner to join their busy and successful team.
Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
In addition, candidates will take on more senior responsibilities including providing support, training and development to more junior members of the team. You will also help support and develop paraplanning tools and reference material.
Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 6 / Chartered, or working towards, and have good planning, organisational and mentoring / supervisory skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
