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Base pay range
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SENIOR PARAPLANNER (Client-facing opportunity) - St Albans area - Up to £55k, very comprehensive study package including Bonus, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path.
Excellent opportunity for a Diploma Qualified Senior Paraplanner to further develop your Client-facing skills with a reputable local wealth management firm known for their client loyalty and staff care.
Opportunity Highlights
1. Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients.
2. Develop your technical paraplanning skills further.
3. Attend client meetings and be part of the advice process.
4. Review client information from fact finds, meeting notes, and existing records; undertake research and collate supporting documentation and application paperwork for the advice.
5. Provide full analysis of client needs, researching solutions and writing compliant and suitable recommendations for all clients.
6. Perform full lifetime cashflow modelling to develop holistic financial plans; current cashflow modelling experience required.
7. Enjoy a structured career path with excellent mentoring.
8. Minimum of 2 years pure paraplanning experience with client-facing responsibilities and Level 4 Diploma essential.
9. Study support provided to assist with advanced papers to achieve Chartered Status.
If you are interested in joining a dynamic and progressive team, send your CV to Sam Negbenebor at samn@financialdivisions.co.uk.
Hashtags: #wealthmanagement #financialplanning #clientfacing #paraplanner #chartered #study #hiring #careerdevelopment #hybrid #advice #ifa
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance
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