[08/11/2024] Senior Paraplanner

Title: Senior Paraplanner Location: Cambridge Salary: £35,000 - £50,000 per annum (DOE) Our is a successful Chartered Financial Planning institute and they are seeking a Senior Paraplanner to join their team.
This is a pivotal role to the company and you will be in direct communication with advisers and clients.
The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor.
The role will involve: - Collect and collate information from the client - Collaborate with Chartered Financial Planner and develop a comprehensive financial plan and strategy to meet the clients needs - Undertake comparative research including completing calculations - Prepare suitability reports In return our client can offer: - Salary between £35,000- £50,000 (potentially more for the right candidate.)
- Flexible working - Private medical and dental insurance - Income protection - Flexible holiday allowance