Senior Paraplanner

Posted 9 September by Allerton Park Recruitment Solutions
Easy Apply
£60,000 - £65,000 per annum, negotiable
London , South East England
Permanent, full-time
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Posted by Allerton Park Recruitment Solutions

Senior Paraplanner - Basic to £65,000k + KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business.

Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients. Duties will include Technical support, Client relationship management including attending Client meetings, meeting preparation, cash flow modelling, report writing and research.

5 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Tax Planning) and Diploma status will be required.

Full exam and personal development support will be provided alongside a range of development opportunities.

Reference: 53524419

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