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Excellent Benefits Package, Hybrid working, Study Support
Join an established, highly reputable firm of Advisers that has been providing independent, personal financial planning services for over 40 years, built on professionalism and integrity. Due to continued organic growth, this is an exciting opportunity for an experienced, Diploma-qualified Senior Paraplanner to work closely with a team of Financial Planners.
Key Highlights of the Role:
- Senior Client-Facing Role: Ideal for a Diploma-qualified Paraplanner ready to step into a senior, client-facing position.
- Collaborate with Senior Financial Planners: Work alongside a senior Financial Planner to support the delivery of high-quality financial plans.
- Comprehensive Client Support: Review client information, conduct thorough research, and prepare necessary documents and application paperwork for financial advice.
- Holistic Financial Planning: Engage in full lifetime cashflow modelling to craft detailed financial plans.
- End-to-End Responsibility: Analyze client needs, research solutions, and create compliant and suitable recommendations.
- Career Growth: Benefit from structured career development, mentoring, and a clear path towards Chartered Status, with full study support provided.
Requirements:
- Minimum 2 years of dedicated paraplanning experience.
- Diploma Level 4 qualification essential.
- Passionate about advancing technical paraplanning skills and furthering your career.
Perks: Generous holiday allowance, bonus scheme, DIS, Private Medical Insurance, hybrid working, and more.
If interested in this position please contact Samantha Negbenebor.
