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Senior Paraplanner

  • Salary: £40000 - £45000
  • Location: Bristol
  • Ref: JH1013

The role of the SeniorParaPlanner will be to provide special advice, providing clarification and direction on the more technical points.

If you are a proven Paraplanner looking for a challenge this position offers genuine progression prospects.

Senior Paraplanner responsibilities include...

Key Responsibilities:

  • Attending client meetings with Financial Planners as required.
  • Supporting the Financial Planners in research and analysis to meet Client needs and objectives
  • Supporting the Financial Planners in preparing Client financial plans and suitability reports  
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets  Managing and reporting technical Management Information 
  • Managing the research and analysis of financial products to meet Client requirements  
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

Senior Paraplanner requirements include...

Candidate Profile

  • Level 4 Diploma ideally working towards level 6 Chartered
  • Keen to be part of a progressive company with ambitious growth plans 
  • Knowledge surrounding pension and retirement vehicles 
  • SIP and SAS will also be advantageous 
  • Ability to provide Technical VAT advice

Benefits and Conditions

Development supported and encouraged

This position offers the chance for real development within an exciting and growing specialist, a more detailed conversation is the only way to represent the position adequately. Please call and speak with Jo Howell

Consultant contact