Senior Paraplanner Amersham

Cathedral Appointments is looking to recruit a Senior Paraplanner to join a successful, well-respected Wealth Management firm on a full-time, permanent basis. You will be taking on a wide variety of duties including but not limited to drafting recommendations and undertaking technical/tax calculations. You should ideally be Level 4 qualified and have a minimum of 18 months paraplanning experience to your name.

This role can be undertaken on a hybrid basis or within the Office based in Amersham, with attendance required at either the firm's Amersham office once a fortnight

What will you be doing as a Senior Paraplanner?

• Undertaking the research and analysis of products in line with recommendations by the Financial Planner.
• Drafting the recommendations by the Financial Planner.
• Ensuring that all files and reports are compliant.
• Attend internal events as directed by your line manager.

Skills/Qualifications of a Senior Paraplanner:

• You should be Level 4 qualified.
• You should have a minimum of 18 months' paraplanning experience.
• Demonstrable evidence of a delivering a compliant, well-researched and excellent quality paraplanning service.
• Sound knowledge of industry issues and trends.
• Excellent verbal and written communication skills.

The Benefits:

• 25 days holiday + 8 bank holidays, increasing by 1 day for each year of service.
• Access to a Group Pension with 3% Company contributions.
• Company Maternity and Paternity Pay.
• Access to an Employee Assistance Programme
• Company Sick Pay

Reference 8977