Senior Paraplanner

Posted 2 days ago by REED Insurance
My client a leading Wealth Planning IFA Practice is actively looking to recruit a skilled paraplanner to join their exceptional team in the Cambridge area.  Minimum Diploma qualified you will be able to hit the ground running immediately and will have a strong HNW Paraplanning background.  The client is flexible and would allow some home working potentially but it would depend on the level of candidate and exposure. 

The main duties will be to carry out a bespoke Paraplanning Services to HNW Clients and support the senior Financial Advisers in offering the best possible product research and report writing.   The individual will be very highly technical and able to write complex reports with ease. 

To be considered you must be a minimum of Level 4 Diploma Qualified Within Paraplanning and have the following skills:-

- Strong HNW Paraplanning Exposure
- Currently Full Diploma and working towards Chartered

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you a HNW Senior Paraplanner?
Do you have Full Diploma in Wealth Planning?
Are you currently working towards Chartered Paraplanner Status?

Reference: 34861018

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