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Senior Paraplanner

Senior Paraplanner

Allerton Park Recruitment Solutions

Posted 13 days ago, valid for 9 days

London, Greater London EC1R 0WX

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

The position is for a Senior Paraplanner with a salary ranging from basic to £65,000 plus KPI bonuses and full benefits.
The role is within a prestigious Chartered Financial Planning Practice and involves supporting a Director and high-net-worth clients.
Key responsibilities include technical support, client relationship management, meeting preparation, cash flow modeling, report writing, and research.
Candidates must have at least 5 years of dedicated paraplanning experience, strong technical knowledge in pension, investment, and tax planning, and hold a Diploma.
The company offers full exam and personal development support along with various development opportunities.

Senior Paraplanner - Basic to £65,000k + KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business.

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients. Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

5 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning) and Diploma status will be required.

Full exam and personal development support will be provided alongside a range of development opportunities.

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