Senior Paraplanner

Job Description

Company:

This is a well-established IFA practice that provides highly technical Investment, Pension & Tax advice to HNW private clients.

Position:

Due to business growth and the expansion of the Paraplanning team, this practice would be interested in speaking with experienced Paraplanners looking for an opportunity to step into a senior leadership position.

This is a technically challenging position that will involve supporting several Partners with report writing alongside the responsibility of managing and supporting the professional development of the technical team.

What’s on offer:

  • Negotiable basic + Bonus, Pension, Flexible Working & Free parking
  • Senior Paraplanning position, directly supporting Partners and their HNW clients
  • Broad range of technically challenging report writing and main point of contact for Partners
  • Responsible for managing, training and supporting the technical team
  • Existing team of Chartered Paraplanners to support you
  • Attend Investment & Pension committees
  • Senior position within the business with future progression opportunities

Requested experience:

  • QCF level 4 qualified in Personal Financial Planning (Required)
  • Progression towards QCF level 6 (advantageous)
  • Strong technical knowledge across Investment portfolios & Pension Switching/Transfers
  • Previous experience of managing administration/paraplanning team (advantageous)