Senior Paraplanner/Team Leader

  • Location:

    Surrey, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Extensive Benefits

  • Contact:

    Nick Tagg

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Start date:


We have a fantastic role for a Senior Paraplanner in Croydon. Our client is seeking an experienced Paraplanner to work alongside the senior consultants and the Paraplanning team to provide expert technical support. The full-time, permanent role comes with an excellent salary and benefits package.

Working 9 am to 5 pm Monday to Friday, the financial services Paraplanner in Croydon will need to bring planning, organisational and analytical skills to this full-time job alongside the ability to interpret and document client needs.

Your core financial Paraplanner duties will include:
? Working with a selected number of senior consultants to prepare reports/recommendations
? Mentoring junior members of the team and providing a support structure
? Developing and maintaining collaborative relationships with clients and colleagues
? Ensure 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 challenging for additional information where appropriate.

The requirements for this registered Paraplanner role include:
? Level 4 Diploma qualified and working towards Level 6 (Chartered)
? Three years' Paraplanning experience within a financial planning practice or similar
? Ability to write clear, engaging and concise reports for clients
? Level 6 Chartered / Advanced Diploma in Financial Planning (desirable)

In return, you will receive an excellent salary (DOE), and benefits including bonus scheme, life assurance, private medical insurance, pension scheme, 25 days' holiday, and flexible working.

If this role of Senior Paraplanner - matches your ambitions and experience, contact us today to find out more. All interviews and opportunities to meet the team will be conducted remotely.

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.