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Financial planner
Senior Paraplanner

Senior Paraplanner

Cooper Lomaz Recruitment

Posted 20 hours ago, valid for 8 days

Cambridge, Cambridgeshire CB2 8AG, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Our client, a successful Chartered Financial Planning institute, is seeking a Senior Paraplanner to join their team.
This role is crucial for the company, involving direct communication with advisers and clients.
Candidates must have extensive experience as a Paraplanner, Financial Planner, or Financial Advisor.
Key responsibilities include collecting client information, collaborating on financial plans, conducting research, and preparing suitability reports.
The position offers a salary between £35,000 and £50,000, with additional benefits such as flexible working and private medical insurance.

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

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