Senior Paraplanner

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.

Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally have level 6 or working towards Key Responsibilities: To draft suitability reports in alignment with the compliance requirements Ensure all information received from the financial planner is complete and accurate for advice Attend and assist client meetings and preparing suitable recommendations with accuracy and care Provide training and general support to the Paraplanners Excellent writing and verbal skills Good decision-making skills Enjoy mentoring and coaching Package: Salary 45k Hybrid working (3 days in office) Private Medical and Dental Insurance Employee Pension Scheme 24 days Annual Leave