Senior Paraplanner

This Senior Paraplanner job in Bromsgrove provides hybrid
working and opportunity to join an established technical research team.

As a Senior Paraplanner, you will be focused on delivering
comprehensive financial research across a wide range of advice types, including
plenty of complex cases. In addition, you will be undertaking tax and other
complex calculations on behalf of the Financial Advisors for their clients.

Furthermore, as a Senior Paraplanner, it is common that
other Paraplanners in the team will look up to you due to your technical expertise
and experience. As a business that embraces development and supporting others, it
is likely you will have an element of training and onboarding fellow
Paraplanners, to enable them to embed within the team and flourish in the role.
You may also have opportunity to assist in identifying process improvements and
working with management to develop the team

Senior Paraplanner Requirements

• You must
  have strong experience as a Paraplanner within an IFA firm
• You must
  hold your full Level 4 Diploma in Financial Planning
• Individuals
  working towards Chartered / Advanced qualifications would be beneficial
• You must
  be confident in constructing thorough financial planning research and
  reports, including complex cases

Senior Paraplanner Benefits

• Salary
  of £41,000 – £56,000 depending on experience
• 3
  days office based in Bromsgrove and 2 days from home
• Varied
  working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your
  schedule
• Plus
  comprehensive benefits including, contributory pension scheme, DIS,
  discretionary bonus after full year’s service, option to buy and sell
  holiday, plus birthday off and additional holiday days for long service,
  Christmas and summer parties, health and wellbeing resources, shopping
  discounts
• The
  business is committed to professional development for their team and will
  be open to facilitating your career plans

Locations

Bromsgrove

Call us
now on 0208 0044 154 or click Apply

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