Are you an experienced Paraplanner looking for a role within a highly-respected name in the global financial industry?
This international AA rated financial services group with nearly 100 years’ history of helping to improve people’s lives, is entrusted with managing over £9bn of client assets across the UK. As part of continued growth in the business and to ensure all of their Wealth Planners are supported in providing first class service, they are looking to recruit a Senior Paraplanner to be based in either their Bristol, London or St Asaph office.
Roles and responsibilities
Your role as a Senior Paraplanner will be focused on proactively working with their team of Wealth Planners, Compliance and product providers to help design and deliver first class financial planning and wealth management solutions. As such, you duties will include undertaking research based on a review of the client circumstances and then producing concise and accurate suitability reports which are FCA compliant. As a Senior Paraplanner, you will be involved in working on more complex pension cases and trust / tax planning.
Requirements to be considered
This role would suit individuals with extensive paraplanning experience, qualified to minimum Level 4 Diploma in Financial Advice. Ideally, due to this being a Senior Paraplanner, you should possess pensions knowledge and be pensions qualified (G60, AF3 or AF7 / AF8).
Salary of £35,000 - £45,000 pa
This role is a 12 months fixed term contract
This role could be based in either their Bristol, London or St. Asaph office
Chance to be part of a centralised paraplanning team supporting Wealth Planners locally and across the UK
This is an opportunity to work for a highly-respected name in the global financial industry, that is keen to continue developing their UK operation
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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