Role details

Senior Paraplanner

Watford   •   £50,000 - £60,000   •  Permanent

Bullet points

  • Senior Paraplanner - Pensions opportunity to join this firms leadership team
  • Great specialist firm in pensions occupying an industry leading position

About Our Client

My client are an market leading UK Wealth Management and pensions advisory Company who have experienced double digit and start up levels of growth whom are looking to recruit a highly capable and professional Senior Paraplanner to work as part of the Financial Planning Team with strong prior experience and working knowledge in the financial services sector. With state of the art office facilities based in Watford they are aiming to be an employer of choice and already boast multiple awards

Job Description

Senior ParaPlanner - Pensions;

  • be an active member of the senior leadership team and lead a trainee paraplanner along with developing a team in line with further company growth, which is very ambitious

  • Providing technical guidance to clients and colleagues in the pensions area.

  • Researching, identifying and presenting suitable solutions for HNW Clients.

  • Preparing concise and accurate suitability reports.

  • Work closely with colleagues to deliver excellent client management standards.

  • Ensuring that you are updating and developing technical knowledge and are aware of market changes and developments.

The Successful Applicant

To apply for the Senior Paraplanner it is essential that you have strong pensions knowledge.

  • Previous experience in a senior paraplanning position and any supervising experience would be a bonus
  • Display strong report writing
  • Research and analytical skills
  • Qualifications such as AF3 or G60 would be highly advantageous.

What's on Offer

Great package and benefits

Apply for this job

Click the Apply or LinkedIn button below or contact Joe West quoting job reference 13717683
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