plus excellent list of benefits including study to achieve Chartered Status, bonus, generous holidays, DIS, Private Medical insurance, hybrid working and lots more
Established over 40 years ago, this reputable team of Advisers provide an independent personal financial planning service based on the highest levels of professionalism and integrity. Due to organic growth, they are looking to offer this opportunity to an experienced Diploma Qualified Senior Paraplanner looking for an opportunity to work closely with the team of Financial Planners
Opportunity Highlights
- * Excellent opportunity for a Diploma Qualified Paraplanner to take on a senior role in a Client facing capacity
- * Work closely with a senior Financial Planner
- * Support the Financial Planner with providing high-quality financial plans for clients
- * Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice
- * Full lifetime cashflow modelling to develop the client's holistic financial plan.
- * Take responsibility for full analysis of a Client's needs, researching solutions and writing compliant and suitable recommendations for all clients
- * Perfect structured career path with excellent mentoring
- * A minimum of 2 years pure paraplanning experience and Level 4 Diploma essential
- * Enjoy developing your technical paraplanning skills further
- * Progress your studies through to Chartered Status with support provided
If you are looking to join a dynamic and progressive team, send your cv to Camilla Howden.