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Our is a successful Chartered Financial Planning institute and they are seeking a Senior Paraplanner to join their team. This is a pivotal role to the company and you will be in direct communication with advisers and clients.
The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor.
The role will involve:
- Collect and collate information from the client
- Collaborate with Chartered Financial Planner and develop a comprehensive financial plan and strategy to meet the clients needs
- Undertake comparative research including completing calculations
- Prepare suitability reports
In return our client can offer:
- Salary between 35,000- 50,000 (potentially more for the right candidate.)
- Flexible working
- Private medical and dental insurance
- Income protection
- Flexible holiday allowance
