Senior Paraplanner

Role: Senior Paraplanner
Location: Weybridge (Hybrid)
Salary: Circa £50,000 - £60,000 - open depending on experience

We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.

The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business' recent and ongoing growth.

You will have the opportunity to attend client meetings with the Planners, and providing support with clients.

Benefits:

• Hybrid working, 3 days a week in the office
• Ongoing professional development and training
• Generous annual leave allowance
• PMI
• Company bonus
• Support with exams if you wish to become Chartered .

What’s needed to be considered for the Senior Paraplanner position?

• Several years of experience in a Paraplanning position & strong technical knowledge
• Level 4 Diploma qualified as a minimum
• Excellent compliance knowledge
• Experienced with cashflow modelling
• Strong leadership skills, with an entrepreneurial spirit for idea creation and implementation

What's next?

Apply today to be considered for this Paraplanner opportunity. 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.

Report Writing, Technical Support, Mentor, Financial Planning, Paraplanner, Para planning, Paraplanning