Senior Paraplanner

Posted 29 October by Allerton Park Recruitment Solutions
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Senior Paraplanner - Basic to £70,000k + 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.

3 years + of dedicated Paraplanning experience and sound technical knowledge (Pension, Investment and Planning) is required. Diploma status is essential and progress towards Chartered status is preferred.

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

Reference: 53929599

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