Senior Paraplanner

Senior Paraplanner - Nottingham - Up to £50,000

A boutique, Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a Paraplanner to directly support one Financial Adviser.

This company focuses on long-term lifestyle financial planning with a trustworthy, and integrated approach , and the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.

You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.

What’s needed to be considered the senior Paraplanner position?

In order to be considered for this unique opportunity, candidates need to have -

• 5+ years of experience in a Paraplanning position
• Experience using IO is desirable
• Proven experience of providing quality support to Financial Planner
• Have excellent knowledge of investment, life and pensions products and current legislation
• Experience with cashflow modelling

What's on offer?

• Competitive salary up to £55,000
• Discretionary annual bonus
• Hybrid working
• 30 days annual leave + bank holidays
• Continual learning and development

What next?

Apply today to be considered for this Paraplanner . If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Senior Paraplanner, Chartered, Financial Services, Wealth Management, hybrid