Senior Paraplanner

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Job Ref: 0016

Salary £45,000 - £60,000

Hybrid working - Warwickshire 

Full & part-time considered

Senior / Technical Paraplanner

An excellent opportunity for an experienced Paraplanner to join an established privately owned independent advice firm.

My client is an independent financial adviser offering client-focused advice services covering investments, pensions, retirement planning, trust, IHT planning and protection.

This is a superb opportunity for an experienced Paraplanner wishing to work in a supportive environment.

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Highlights 

- Be an important senior member of a small friendly technical team.

- Receive mentorship to achieve your goals.

- Options for further progression

- Work in a relaxed, flexible environment with hybrid options. 

- Salary guide £45k-60k

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Duties include

- Work closely with designated Planners supporting financial plans. 

- Research, analysis and reports  

- Contribute to the strategy of technical team and client proposition

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The ideal candidate

· Minimum of 3 years providing Paraplanner support for Advisers / Planners

· Minimum of Diploma level 4 with preference towards chartered progression

· Knowledge of advice cases including investment, pensions, trusts and IHT preferred

· The ability to work independently and as part of a small friendly team

· A professional and personal approach when dealing with clients and colleagues

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Job Types: Full-time, Permanent

Pay: £45,000.00-£60,000.00 per year

Benefits:

• Company pension
• Free parking
• Life insurance
• On-site parking
• Private medical insurance
• Sick pay
• Work from home & office 

Schedule:

• Monday to Friday

Experience:

• Paraplanner: 2+ years (required)