Senior Paraplanner

Posted 21 September by MB Fitzgerald
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An established and thriving Wealth Management firm based in Chelmsford, Essex are seeking a Senior Paraplanner with whole of market experience to join their Private Client team. This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two whole of market Advisers, with additional support from the Private Client Administrator. Responsibilities include writing full Financial Planning reports without templated aids, conducting full market product research and liaising with Clients and product providers. The successful candidate must have experience in a whole of market IFA environment and be able to write suitability reports without using supporting software templates. Experience of platforms is desirable and DipPFS as a minimum is a necessity. This is a sought after opportunity working for an exclusive name in the London market offering a highly competitive salary, unrivalled bonus scheme and clear structured career progression.

Reference: 40866947

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