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Financial planner
Senior Paraplanner

Senior Paraplanner

Allerton Park Recruitment Solutions

Posted 11 days ago, valid for 4 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The job is for a Senior Paraplanner with a salary ranging from basic to £65,000 plus bonuses and full benefits.
The position is offered by a high-quality, award-winning Chartered Financial Planning Practice.
The role is created due to internal promotion and involves working within an established Financial Planning team.
Key responsibilities include supporting a Senior Financial Planner and managing relationships with high-net-worth clients.
Candidates should have at least 3 years of dedicated Paraplanning experience and a relevant Diploma, with full exam and personal development support provided.

Paraplanner - Basic to £65,000k + 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.

This new role has come about as a result of internal promotion and will be working within an established Financial Planning team. Key responsibility will be to actively support a Senior Financial Planner 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.

At least 3 years of dedicated Paraplanning experience and sound technical knowledge is required along with Diploma.

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

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