Senior Paraplanner

Posted 29 January by Exchange Street Financial Services

An established investment focused practice, our client has a long-standing reputation in the North West, with a number of professional connections. They are currently seeking to recruit a highly experienced Senior Paraplanner to their existing team based at the firm’s head office.

Supporting a number of Advisers, this position will be very hands on, as the company wish to provide a structure whereby their advisers can focus on developing business, rather than completing paperwork. This means that the successful applicant will need to be a highly proficient report writer with strong technical skills, to be considered. Applicants must be highly experienced with the pensions arena.

Given the seniority of this role candidates must be Diploma qualified.

Salary is dependent on the skills the job holder can bring to the role, alongside progression with exams, current package etc. Benefits include pension and gym membership amongst others.

Required skills

  • Financial Planning
  • Pensions

Reference: 31392266

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