Senior Paraplanner

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