Senior Paraplanner (Part time 3 days per week)

Posted 6 September by Allerton Park Recruitment Solutions
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Senior Paraplanner (P/T) - Basic to £65k pro rata + 10% Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A well established, high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business on a part time (3 days per week basis).

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients. Duties will include Client relationship management including attending Client meetings, meeting preparation, report writing and research.

At least 3 years of Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning), including Chartered (or close to) status will be required.

Reference: 53496164

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