Hybrid Paraplanner

Cameron James

Posted 7 days ago, valid for 19 days

St. Albans, Hertfordshire AL3 6JZ, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

Our clients are a successful Chartered Wealth Management firm located in St Albans seeking a technical Senior Paraplanner to join their team.
The role involves providing high-quality financial planning support to Financial Advisers while mentoring junior team members.
Candidates should ideally be fully qualified or nearly qualified, with experience in constructing recommendations and technical reports.
The position offers an excellent salary, with hybrid working options available.
A minimum of several years of experience in a similar role is required.

Our clients are a highly successful Chartered Wealth Management firm based in St Albans who require a technical Senior Paraplanner to join the team. They have several offices based in region.

Going from strength to strength you will be joining a brilliant small team helping to mentor and train on occassion junior members of the team.

They provide independent financial advice, planning and guidance to individuals, as well as supporting corporate clients with employee benefits solutions and company specific financial advice.

They have over 25 advisors so you will be joining a very well established team.

Paraplanner:

To provide high quality financial planning support to Financial Advisers in accordance with FCA standards and Chartered Code of Ethics, representing the company in a professional manner with honesty and integrity at all times.

Primarily constructing both recommendations and technical reports (reasons why & suitability letters) and includes some researching and processing of the more technical matters through to implementation/dispatch.

Ideally fully qualified or nearly there.

Excellent salary and benefits. Hybrid working available.

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