Senior Paraplanner

We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis.

Working very closely with the advisory team on a 1:1 basis, this role also will involve regular liaison with clients to assess and review their information and identify shortfalls. 

Experience in providing bespoke reports (not templated)  and cash flow modelling will be required in this role. Also required are:-

* Minimum of Dip PFS level 4

* 3 years plus experience as a Paraplanner (of IFA)

* Strong MS Office IT Skills and experience of using in-house 3rd party tools such as IO/X Plan, Financial Express, O&M Pension Profiler 

This Paraplanner role is hybrid based, predominantly working from home with travel to the Gatwick or London office required on an occasional basis  (normally 1 and no more than 2 days per month)

An attractive salary and market leading benefits package is also offered with this role,