Our client is a well established and successful wealth management consultancy. Due to sustained growth they are looking to recruit an experienced and technical Senior Paraplanner to join their growing team.
Candidates will be responsible for dealing with more complex aspects including defined benefit transfers, IHT planning, cashflow modelling etc. You will undertake technical research and preparation for client meetings and attending client meetings where needed. You will prepare client reports, suitability letters, pension transfer analysis reports etc as well as handle technical client queries.
Candidates need to be Diploma Qualified and ideally working towards or being Chartered. It is essential that candidates demonstrate a strong background within a similar environment as a Senior Paraplanner and have strong technical knowledge of all areas of financial planning as well as being IT literate.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package.