Job Description
Senior Paraplanner role - Chartered Financial Planning practice
My client is a leading Chartered Financial Planning practice, giving bespoke advice to discerning clients, and are looking to augment their successful team with a Senior Paraplanner to work from their Alderely Edge office.
You'll be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of the team.
Effectively, this is a client-facing Paraplanner role dealing with HNW clients.
A competitive salary of between £40,000 and £60,000 is on offer with this office based role, along with comprehensive benefits.
Ideally, you'll be an experienced Paraplanner, Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success!
My client would also consider a less experienced Para...
My client is a leading Chartered Financial Planning practice, giving bespoke advice to discerning clients, and are looking to augment their successful team with a Senior Paraplanner to work from their Alderely Edge office.
You'll be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of the team.
Effectively, this is a client-facing Paraplanner role dealing with HNW clients.
A competitive salary of between £40,000 and £60,000 is on offer with this office based role, along with comprehensive benefits.
Ideally, you'll be an experienced Paraplanner, Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success!
My client would also consider a less experienced Para...