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SENIOR PARAPLANNER (career enhancing opportunity), Stanstead area-To c £50k+...

Financial Divisions
Posted 4 days ago, valid for a month
Location

Bury St. Edmunds, Suffolk IP294JX, England

Salary

£40,000 - £50,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Diploma Qualified Paraplanner to step into a Senior Paraplanner role within a Chartered Financial Planning firm.
  • Candidates should have experience leading a small team and managing high-net-worth technical cases.
  • The role involves providing comprehensive support to advisers across various financial areas, including pensions, investments, and inheritance advice.
  • This opportunity offers career progression within a rapidly growing business and is ideal for those pursuing Chartered Status.
  • Salary details are not specified, but the role requires relevant experience, particularly in people management.

+excellent benefits package

Superb opportunity for a Diploma Qualified Paraplanner to take on a lead role as Senior Paraplanner within this constantly evolving Chartered Financial Planning business. Join a talented team of professionals who provide a service to their Clients with pure passion resulting in referrals and recommendations from their happy clients

Opportunity Highlights

** Career opportunity for a Diploma Qualified Paraplanner with experience of leading a small team of heading up a pod

** Full exposure to HNW technical complex cases

** Regular flow of Business across pensions & retirement, inheritance, investments, and intergenerational advice

** Work closely with a small team of Advisers supporting their needs in the full paraplanning piece.

** Opportunity to progress your career within this fast-growing business

** Will suit a Diploma Qualified candidate on the way to achieving Chartered Status who enjoys the senior people management responsibilities

To discuss this opportunity in greater detail, please contact Camilla Howden.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.