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Senior Paraplanner

Senior Paraplanner

Allerton Park Recruitment Solutions

Posted 16 hours ago, valid for 2 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

The position is for a Senior Paraplanner with a salary ranging from basic to £70,000 plus KPI bonuses and full benefits.
This role is within a high-quality, award-winning Chartered Financial Planning Practice that seeks to expand its team.
The Senior Paraplanner will support a Director and High Net Worth (HNW) clients, handling various duties such as technical support and client relationship management.
Candidates must have at least 3 years of dedicated Paraplanning experience and possess sound technical knowledge in pensions, investments, and planning.
Diploma status is essential, with progress toward Chartered status preferred, and the company offers full exam and personal development support.

Senior Paraplanner - Basic to £70,000k + 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.

3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Planning) is required. Diploma status is essential and progress towards Chartered status is preferred.

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

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