Overview
Senior Paraplanner role within a Chartered Financial Planning team. You will provide full paraplanning support to a small number of Chartered Financial Planners, working with more than one planner to gain exposure to different approaches and cases.
Responsibilities
* Provide comprehensive paraplanning support to Chartered Financial Planners.
* Collaborate with multiple planners to handle diverse, complex financial planning cases.
* Develop a strong understanding of client scenarios and contribute to high-quality financial recommendations.
Qualifications
* 3+ years of experience as a paraplanner.
* Level 4 qualified and on the way to Chartered status (or already Chartered).
Benefits
* Discretionary Bonus pool (generally around 15%).
* 4x basic salary death in service.
* 25 days holiday.
* Option for hybrid working (3 days in the office).
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