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Senior Paraplanner

Senior Paraplanner

Allerton Park Recruitment Solutions

Posted a day ago, valid for a day

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

A prestigious Chartered Financial Planning Practice is seeking a Senior Paraplanner with a salary range of up to £70,000 plus KPI bonuses and full benefits.
The role involves supporting a Director and managing high-net-worth clients within an established Financial Planning team.
Key responsibilities include technical support, client relationship management, meeting preparation, cash flow modeling, report writing, and research.
Candidates must have a minimum of 3 years of dedicated Paraplanning experience and possess sound technical knowledge in pensions, investments, and planning.
A Diploma status is essential, with progress towards Chartered status preferred, and the firm 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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