Senior Paraplanner

Job Title: Technical ParaplannerIndustry: Financial Planning Location: Hereford Salary: £50-70,000Job Reference: 10235Job Description:Are you a technical paraplanner, looking to step into Financial Advice?Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book?We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA''s, and back office team Adhering to strict FCA regulations and ensuring compliance regulations metBenefits:Highly competitive salary depending on experience and qualificationsDiscretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interestedExam funding and support to continue qualificationsSkills and experience required:Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ..... full job details .....