SENIOR Paraplanner; Client facing Hybrid, To c

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 develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staff

• Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients
• Enjoy developing your technical paraplanning skills further
• Attend Client meetings and be part of the Advice process
• Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice
• Provide full analysis of a Client’s needs, researching solutions and writing compliant and suitable recommendations for all clients
• Full lifetime cashflow modelling to develop the client’s holistic financial plan, current cashflow modelling experience required
• Perfect structured career path with excellent mentoring
• A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential
• Study support provided to assist with…