Senior Paraplanner job in Chertsey - salary £45k to £50k

The Specialists in Financial Services Recruitment

Job Details

Senior Paraplanner Paraplanner
Reference ID: 525
  • Salary/OTESalary of £45,000 - £50,000
  • Vacancy LocationChertsey
  • RemunerationEmployed
  • RegionSouth East
Job description

Would you be interested in a Senior Paraplanner job in Chertsey, to work closely with an exceptional Financial Advisor, who is highly respected within the financial services industry.

In your position as Senior Paraplanner, your duties will include:

  • Managing the pipeline of financial planning and wealth management cases
  • Analysis of portfolios and funds
  • Submit investment business onto platform
  • Rebalance portfolios using Capital Gains Tax and ISA allowances
  • Prepare paperwork for client meetings
  • Use cash flow modelling (training to use Voyant provided)
  • Write to providers for further information
  • Build relationships with clients when liaising

In addition, as you will work closely alongside the Director, you will be undertaken Executive Assistant duties to ensure their diary is managed effectively. 

Senior Paraplanner Requirements

  • You must have experience as a Paraplanner and excellent financial planning and wealth management knowledge
  • You must be local to Chertsey
  • You must be knowledgeable and be able to calculate income tax, chargeable gains, CGT and IHT correctly
  • Level 4 Diploma in Financial Planning would be preferred
  • You must be personable, confident, have the ability to think outside the box to prepare solutions for clients and work on multiple cases at once
  • You must be competent in using spreadsheets and be able to utilise cash flow modelling

The Company

This long-established Wealth Management firm deals with HNW clients and provides exceptional service standards. They have developed an impressive client bank, with assets under management in excess of £250m and sums assured of over £500m.

Senior Paraplanner Benefits

  • Salary of £45,000 - £50,000 depending on experience and qualifications
  • Plus pension and private medical care after completing 6 month probationary period
  • 25 days holiday a year plus bank holidays
  • Office based role with normal working hours


Chertsey, Surrey

Call us now on 0208 0044 154 or click Apply

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