Senior Paraplanner

Details of the offer

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


Nominal Salary: To be agreed

Source: Talent_Dynamic-Ppc

Job Function:

Requirements

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