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Senior Paraplanner

Posted 8 February by Cathedral Appointments Ltd Easy Apply Ended

The role of the SeniorParaPlanner will be to provide special advice, providing clarification and direction on the more technical points.

If you are a proven Paraplanner looking for a challenge this position offers genuine progression prospects.

Key Responsibilities:

Attending client meetings with Financial Planners as required.

Supporting the Financial Planners in research and analysis to meet Client needs and objectives

Supporting the Financial Planners in preparing Client financial plans and suitability reports
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Managing and reporting technical Management Information
Managing the research and analysis of financial products to meet Client requirements
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

Candidate Profile

Level 4 Diploma ideally working towards level 6 Chartered

Keen to be part of a progressive company with ambitious growth plans
Knowledge surrounding pension and retirement vehicles
SIP and SAS will also be advantageous
Ability to provide Technical VAT advice

Benefits and Conditions

Development supported and encouraged

This position offers the chance for real development within an exciting and growing specialist, a more detailed conversation is the only way to represent the position adequately. Please call and speak with Jo Howell

Reference: 33774708

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