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Senior paraplanner

Garden City
Permanent
CV Elite Limited
Posted: 19 January
Offer description

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The Senior Paraplanner will play a key role in delivering exceptional, holistic, independent lifestyle financial planning services to complex, HNW clients, and will be instrumental in developing and implementing robust financial planning solutions. The successful Senior Paraplanner is likely to be Advanced Diploma qualified (APFS) and hold Chartered status or be qualified to this level of technical excellence through experience. We are keen to consider a career Paraplanner who would like to be involved in building and improving firm-wide processes as well as passing on this knowledge to junior team members, making a significant contribution to a progressive and ambitious firm, while being invested in, valued and rewarded accordingly. Salary and Benefits: Salary up to £75,000 (dependent on experience) + option for hybrid working + CPD (study assistance and support in obtaining Fellowship) + bonus + 25 days holiday + bank holidays + long service additional leave award + company pension + season ticket loan + health and well-being programme including private medical cove...

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