Senior Paraplanner

Anthony Alexandra
14 May 2017
13 Jun 2017
Contract Type
Full Time

Working for a National firm of Financial Planners that provides advice to HNW Private Clients across retirement planning, investments and taxation. Due to continued growth and the acquisition of new clients they are now looking to expand the existing team by recruiting a Senior Technical member of staff.

We are looking for a Senior Paraplanner to work in and lead a team providing technical support to the Practice Manager and Chartered Financial Planners, within a tight knit team of around 15 employees.

The role primarily involves:

  • Be an active member of the senior leadership team and lead a trainee Paraplanner along with developing a team in line with further company growth, which is very ambitious
  • Analysing funds and working on Platforms
  • Producing accurate reports for client meetings within FCA guidelines
  • Preparing suitability letters for a full range of products
  • Providing technical support to the whole of business


  • Over 3 years experience working in a Paraplanning role
  • Full or part Diploma qualified


  • Salary on offer up to £50,000 depending upon experience and qualifications
  • Working hours are Monday-Friday, 9am - 5.30pm
  • Generous Company Pension Scheme
  • Private Medical Insurance
  • Death In Service
  • Season Ticket Loans
  • Profit sharing scheme
  • 25 Days Holiday