Senior Paraplanner
Senior Paraplanner-role Chartered Financial Planning practice
My-client-is-a leading Chartered Financial Planning practice, giving bespoke advice to discerning-clients,-and-are-looking-to-augment-their-successful-team-with-a Senior Paraplanner-to-work-from-their Alderely Edge office.
You''ll-be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of the-team.
Effectively, this is a client-facing Paraplanner role dealing with HNW clients.
A-competitive-salary-of-between40,000-and60,000-is-on-offer-with-this-office-based- role,-along-with-comprehensive-benefits.
Ideally,-you''ll be an experienced-Paraplanner,-Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success!
My client would also consider a less experienced Paraplanner, looking to grow in the role.
Experience with Voyant, Curo, FE Analytics, Genovo, O&M Pension Profiler woiuld also be ideal for this opportunity!
Click-and-apply-ASAP-as-my-client-is-considering-CVs-as-we-speak!!!
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