We have a fantastic role for a Senior Paraplanner in Buckinghamshire. An experienced Paraplanner is required to work alongside our client's senior consultants and Paraplanning team, providing expert technical support at their company head office. This full-time, permanent role comes with an excellent salary and benefits package.
Is this the Paraplanner role for you?
The financial services Paraplanner will provide expert services to the IFA team to support the continuing growth of the company. Earning a competitive salary, the successful candidate will need to bring planning, organisational and analytical skills to this full-time job alongside the ability to interpret and document client needs. Your primary financial Paraplanner duties will include:
Working with a select number of senior consultants to prepare reports/recommendations
Fund and product research
Writing bespoke and compliant suitability reports and preparing client portfolio review analysis
Ensuring suitability reports and templates are kept up-to-date
You will need to be a confident and engaging communicator; the financial services paraplanner must feel comfortable requesting additional information where appropriate.
The requirements for this registered Senior Paraplanner role include:
Minimum Level 4 Diploma qualified but Level 6 Chartered / Advanced Diploma in Financial Planning desirable
Five years' Paraplanning experience within a financial planning practice or similar
Ability to write clear, engaging and concise reports for clients
Working knowledge of the financial services industry
In return, you will receive an excellent salary and benefits package.
If this role of Senior Paraplanner - remote paraplanner, while COVID-19 restrictions last - matches your ambitions and experience, contact us today to find out more. All interviews and opportunities to meet the team will be conducted remotely for your health and safety.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.