SonicJobs Logo
Left arrow iconBack to search

SENIOR PARAPLANNER (Opportunity to be the Technical expert) - London-2 days in the office-To £65k+..

Financial Divisions
Posted 11 hours ago, valid for 6 days
Location

London, Greater London EC1R 0WX

Salary

£48,000 - £57,600 per annum

info
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

info
  • This is an exceptional opportunity for a Senior Paraplanner at a highly respected London-based financial planning business.
  • The role requires a minimum of 5 years of solid paraplanning experience and Chartered Status.
  • As a Senior Paraplanner, you will create advice plans, deliver them to clients, and provide technical support on complex cases.
  • The position offers a competitive salary along with a top benefits package, emphasizing work-life balance and staff welfare.
  • You will also have the chance to mentor junior team members and contribute to the overall success of one of the UK's leading financial planning teams.

+ a top benefits package

Exceptional opportunity for a Senior Paraplanner who enjoys the Technical aspects of Financial Planning to join a highly respected London based business where you will enjoy an extremely well-balanced working life where the welfare of their staff is of great importance whilst your career develops even further.

Opportunity Highlights

** Opportunity to join one of the most successful Financial Planning teams in the UK

** As the Senior Paraplanner you will be the technical expert imparting your knowledge across the business.

** Create Advice plans, also delivering these to new clients working closely with external professional bodies

** Take pride in producing high quality, accurate and compliant reports

** Attend Client meetings, deliver cashflow modelling and full paraplanning support across very complex technical cases

** Excellent opportunity to be part of their mentoring process for other members of the team taking the lead regarding any technical issues

** This role will suit a Senior Diploma Qualified Paraplanner, with Chartered Status demonstrating a minimum of 5 years solid paraplanning experience and the ability to review complex problems creating a simple solution.

** Excellent list of benefits and a wonderful environment to be part of

To discuss this role in more detail, view the job spec or simply apply, 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.