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Senior Paraplanner

Cathedral Appointments Ltd
Job LocationExeter
EducationNot Mentioned
Salary£21,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Up to £45k DOE | Flexible Hybrid Working | Great company benefitsSenior Paraplanner - This is a great opportunity for an experienced Paraplanner to join a leading firm.Senior Paraplanner responsibilities include: -

  • Research clients’ financial arrangements analyse investment and client data
  • Construct financial planning strategies and research financial product marketplace
  • Produce financial planning reports and letters
  • Act as a point of contact for client-related administrative matters
  • Process new business and track completion
Senior Paraplanner requirements include: -
  • A minimum of 3 years of previous paraplanning experience is essential
  • Level 4 CII Diploma in Financial Planning or part-qualified, working towards a Level 4 Diploma
  • Research and analysis skills
  • knowledge of relevant FCA compliance procedures
Your Benefits for a Senior Paraplanner: -
  • 25 days annual leave plus bank holidays
  • Death in service 3 x annual salary
  • Access to Westfield Rewards and Health scheme
  • 24-hour external Employee Assistance Programme helpline
  • Buy and sell holiday
  • Introducing clients and staff commission schemes
  • Employee 4%, Employer 3% rising to 4% (but matched up to 6%) after 4 years’ service
We want to hear from you if you are an experienced paraplanner who thrives in a pressurized environment with tight deadlines.Recruitment Consultant: Joanne Howell Ref: 10274

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