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Senior Paraplanner (Part Time)

Senior Paraplanner (Part Time)

Posted 21 November 2024 by Allerton Park Recruitment Solutions
Easy Apply Ended
£60,000 - £70,000 per annum, negotiable, pro-rata
London , South East England
Permanent, part-time
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Posted by Allerton Park Recruitment Solutions

Senior Paraplanner - Basic to £70k (pro rata) + KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business on a 3 or 4 day a 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 Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Planning) is required. Diploma status is essential and progress towards Chartered status is required.

Full exam and personal development support will be provided.

Reference: 54061422

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