Senior Paraplanner
Job Title: Senior Paraplanner
Industry: Wealth Management
Location: Loughton, Essex
Salary: Up to £60,000
Job Reference: 9320
Job Description:
Are you an experienced paraplanner looking to join an award-winning firm
Are you looking to join a wealth management firm that breaks the mould?
Recruit UK are working with a financial planning firm in Loughton, Essex who are looking for a new senior paraplanner to join their team.
This company have had the confidence to challenge conventional practice methods and do things differently. They offer transparency to clients, support and continually help develop their staff professionally.
This multifaceted role will involve collaborating closely with financial planners, creating cashflow forecasts, writing suitability reports and conducting research.
This is an excellent opportunity for a senior paraplanner to join an alternative thinking company.
Key Responsibilities:
- Conduct in-depth research and analysis on financial products and strategies
- Prepare detailed reports, including cash flow forecasts and recommendations
- Assist in the development of financial plans tailored to individual client needs
- Ensure all client documentation is accurate and compliant
- Support advisers in client meetings (if required) and manage follow-up actions
What is on offer?
- Employers pension contribution
- Competitive salary Up to £60,000 (depending on skill set and experience)
- Generous holiday
- Death in Service
- Opportunity to work in a Chartered financial planning firm
Skills and experience required:
- 3 years plus experience as a paraplanner
- Level 4 Diploma Qualified
- Exposure to different software’s, systems and technologies
- Excellent verbal and written communication skills