Senior Paraplanner

  • Job Reference: 301
  • Date Posted: 7 September 2019
  • Recruiter: CF30 Consulting
  • Location: High Wycombe, Bucks
  • Salary: £35,000 to £45,000
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Our client, a very well established and successful financial planning firm is recruiting for a Senior Paraplanner to join their ambitious team that’s passionate about providing Independent impartial financial advice. 

Our client offers training and qualification support and provides opportunities for career progression.  Enabling their employees to achieve their career aspirations by gaining professional training and qualifications, or growing and nurturing their own portfolio of clients. 

We are looking for Senior Paraplanners who already have significant background in Paraplanning.
You will be part of our clients Paraplanning team supporting their highly qualified team of IFA’s and responsible for delivering high quality reports. 

There is potential to progress into an IFA role for the right individuals and if this is your desired career path.

Key Requirements (Senior Paraplanner);
  • You will have good report writing skills with the ability to conduct research in connection with protection, investment and pre/post retirement planning.
  • You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
  • You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Qualifications;
Candidates should hold the Level 4 Diploma in Financial Planning and be working their way towards Chartered status.

Benefits: 20 days holiday excluding Bank Holiday’s increasing to 25 days with completed service years, a Company pension scheme (currently with 5% Employer contribution),

4 x Death in Service Life Cover plus a comprehensive Employee Benefits scheme.
 
Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future