Paraplanner

We are partnered with an SME Financial Planning company who are looking for an experienced Paraplanner to join their team. They are expanding and growing through acquisition so are looking for a career Paraplanner who is happy to support an Adviser on a 1:1 basis. You will be involved in cash flow modelling and suitability reports. There will be some client interaction however, with this particular role, the main focus will be getting involved in complex and technical cases for HNW clients, so prior experience in this area is key.

In order to be considered for this role you must as a minimum hold the CII Level 4 diploma and ideally be working towards Chartered status. You must also be very organised, with an attention to detail and exceptional communication skills.

Our client is offering both hybrid and flexible working with a minimum of 2 days in the office.

If you are interested in finding out more about the role please do get in touch or apply.