London
Post Date, 21/11/2024
Salary: 60000-70000 per annum
Senior Paraplanner - Basic to £70k (pro rata) + 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 on a 3 or 4 day a week basis.
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 required.
Full exam and personal development support will be provided.
You will be contacted on your provided email address.
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