Paraplanner - supportive team

If you are an experienced Paraplanner who wants to further their career but would like to avoid management then I have a very good role available for a Chartered Financial Planning firm.

This firm, who have a long history in the industry are looking for a Senior Technical Paraplanner to join the team who can be a technical referral point for the team, whilst all operational aspects are dealt with by the team manager.

Given the technical knowledge required in this role, the base salary is strong, up to £50,000 with some great additional benefits included PMI, holiday buying scheme plus bonus scheme and home working option.

In the role you will, with the most complex cases, provide analysis, detailed research of funds and providers, report writing and complete portfolio reviews. There may also be some team supervisory duties to perform.

As the firm are a true financial planning firm you will be involved with cashflow modelling and working alongside the Financial Planners to create and monitor detailed financial plans.

To be suitable for this role you will currently be in a Paraplanner role and have strong technical knowledge with which you would like to apply in a vibrant environment with an interesting bank of clients.