Senior Paraplanner

Overview

Senior Paraplanner

Flackwell Heath, Buckinghamshire

Salary up to £45,000

Are you an experienced Paraplanner looking for your next role?

 

Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?

Do you feel that you are not using your technical skills as much as you should be?

Would you like to work in a truly collaborative environment where you are part of the

whole process – including full research, bespoke reports and cash flow modelling?

Would you like to work for a wholly independent practice with full admin support provided?

 

If so, we can help

Company/Role Information:

  • Our client is an established independent IFA with a client bank built up over 25 years
  • You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
  • This role is all about collaborating with the Advisor on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • This role is full time – however part time hours will be considered if desired.
  • Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme

 

So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

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    Overview

    Senior Paraplanner

    Flackwell Heath, Buckinghamshire

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    Are you an experienced Paraplanner looking for your next role?

     

    Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?

    Do you feel that you are not using your technical skills as much as you should be?

    Would you like to work in a truly collaborative environment where you are part of the

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    Would you like to work for a wholly independent practice with full admin support provided?

     

    If so, we can help

    Company/Role Information:

    • Our client is an established independent IFA with a client bank built up over 25 years
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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837