Technical Paraplanner
£40,000 - £50,000 - open depending on experience
We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join the team.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business' recent and ongoing growth.
You will have the opportunity to attend client meetings with the Planners, and providing support to clients.
Benefits:
- Flexible hours, standard are 9am - 5pm
- Ongoing professional development and training
- Free onsite parking
- Support with exams to CII Level 4 and then Chartered
- 28 days holiday
- Pension: 5% ee & 5% er
- Discretionary bonus
- After the probation period: DIS x 8, a group PHI scheme, some home based working and PMI
- Progression within the company
What's needed to be considered for this Senior Paraplanner position?
- Several years of experience in a Paraplanning position & strong technical knowledge
- Level 4 Diploma qualified as a minimum
- Excellent compliance knowledge
- Experienced with cashflow modelling
- A positive, client-centric individual
What's next?
Apply today to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Report Writing, Technical Support, Financial Planning, Paraplanner, Para planning, Paraplanning