Company:
CV-Library
Location: Cambridge
Closing Date: 02/11/2024
Salary: £30,000 - £60,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Our is a successful Chartered Financial Planning institute and they are seeking a Senior Paraplanner to join their team. This is a pivotal role to the company and you will be in direct communication with advisers and clients.
The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor.
The role will involve:
Collect and collate information from the client
Collaborate with Chartered Financial Planner and develop a comprehensive financial plan and strategy to meet the clients needs
Undertake comparative research including completing calculations
Prepare suitability reportsIn return our client can offer:
Salary between £35,000- £50,000 (potentially more for the right candidate.)
Flexible working
Private medical and dental insurance
Income protection
Flexible holiday allowance
Share this job
CV-Library
Useful Links