SENIOR PARAPLANNER (Client facing opportunity), St Albans area, Hybrid, To c £55k

Very comprehensive study package including Bonus hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path.

Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staff

Opportunity Highlights

Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients

Enjoy developing your technical paraplanning skills further

Attend Client meetings and be part of the Advice process

Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice

Provide full analysis of a Client's needs, researching solutions and writing compliant and suitable recommendations for all clients

Full lifetime cashflow modelling to develop the client's holistic financial plan, current cashflow modelling experience required

Perfect structured career path with excellent mentoring

A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential

Study support provided to assist with Advanced papers to achieve you Chartered Status

If you are looking to join a dynamic and progressive team, send your cv to Sam Negbenebor at Financial Divisions.