Senior Paraplanner

Atlas Employment Ltd
Beaconsfield, UK
13 Sep 2019
22 Sep 2019
Contract Type
Full Time
Role - Senior Paraplanner
Salary - £45,000 per annum depending on experience
Location - High Wycombe, Buckinghamshire
Benefits - Pension and Life Insurance

Are you looking for your next opportunity as a Senior Paraplanner?
Atlas Employment is pleased to be working with a well-established and passionate client based in the High Wycombe, Buckinghamshire area. The successful candidate will be a well organised, methodical and industrious individual, providing senior administrative support to the firms' Independent Financial Advisors.

What will you be doing as a Senior Paraplanner?
  • Accompanying Independent Financial Advisors to client meetings
  • Overseeing client investments regarding but not limited to pensions, investments and personal / business protection
  • Carrying out fund and product research
  • Capturing and analysing data surrounding information gained from client meetings
  • Providing recommendations tailored to individual client's needs based off research and cash flow models
  • Seamlessly pulling information from compliance and technical work to benefit the firm's clients
  • Preparing bespoke reports and documentation regarding clients
  • Liaising with the administration team to ensure documentation is kept up-to-date
  • Reviewing files, letters and reports to ensure they are compliant and consistent with company policy

You should apply for the role of Senior Paraplanner you have...
  • 5 years' experience in Paraplanning and the financial service industry dealing with pensions, retirement solutions, trusts and insurance
  • A Level 4 Diploma and higher education qualifications at or above an A-level
  • A chartered qualification (preferred but not essential)
  • The ability to respond calmly and appropriately in difficult and sometimes strenuous situations
  • Good standard of literacy, numeracy and knowledge of analytical tools
  • Clear written and verbal communication skills
  • A friendly, pro-active and positive approach to work
  • An outgoing and aspirational personality

Easy transport routes; High Wycombe, Oxford, Wheatley, Thame, Watlington, Stokenchurch, Marlow, Henley-on-Thames, Stadhampton, Aylesbury

Job Type
- Permanent
Status - Full-Time
Ref.No - PN17

If you think you may be a suitable candidate for the Senior Paraplanner role, please contact Phoebe Nugent at Atlas Employment.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.

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