Senior Paraplannerrole- Chartered Financial Planning practice
Myclientisa leading Chartered Financial Planning practice, giving bespoke advice to discerningclients,andarelookingtoaugmenttheirsuccessfulteamwitha Senior Paraplannertoworkfromtheir Alderely Edge office.
You’llbe involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of theteam.
Effectively, this is a client-facing Paraplanner role dealing with HNW clients.
Acompetitivesalaryofbetween40,000and60,000isonofferwiththisofficebased role,alongwithcomprehensivebenefits.
Ideally,you’ll be an experiencedParaplanner,Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success!
My client would also consider a less experienced Paraplanner, looking to grow in the role.
Experience with Voyant, Curo, FE Analytics, Genovo, O&M Pension Profiler woiuld also be ideal for this opportunity!
ClickandapplyASAPasmyclientisconsideringCVsaswespeak!!!