Senior Paraplanner

Posted 19 March by Square Peg Associates Ltd Easy Apply

My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.

They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.

They provide tailored financial planning advice and really go the extra mile to provide a personalised service.

The Opportunity:

This is a fantastic position for an experienced Senior Paraplanner to join a continually growing firm that can offer genuine career development by allowing you to be a key part in the firms ongoing successes.

The ideal candidate will want to have autonomy within the role and work closely with a team of experienced financial advisors.

The Package:

30-40k basic salary plus benefits

What’s needed for me to be considered?

  • Qualified or working towards level 4 diploma is an advantage
  • Previous experience within the IFA practices and Paraplanning is essential
  • FCA understanding of regulations and products, and their practical application

What next?

Apply today or call the team at Square Peg Associates to discuss the opportunity further.

Required skills

  • Financial Services
  • Paraplanning
  • Report Writing
  • Query Resolution

Reference: 34714418

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