Product Features
Blog
Contact Us
Sign In
Square Peg Associates Ltd
,
Lytham, Lancashire
Senior Paraplanner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £35,000 per annum |
Overview
Our client is one of most renowned and independently owned Wealth Management firms in the area. They are seeking a Senior Paraplanner to join an established team . The firm are a high end wealth management firm that offer a holistic wealth management service to its clients focused on varied and tailored products for long term financial planning. The salary on offer is 35k - 40k per annum though negotiable for a higher level of experience. The firm are continuing to grow. They have an existing team of Paraplanners and another Senior Paraplanner. You will work closely with advisers providing advice and reporting across areas and products within investments, pensions, tax and trusts. You will work closely with clients and Advisers providing a first class client professional service. Within the role of a Senior Paraplanner, you will: Have experience of compiling suitability reports, reviewing client risk profiles and undertaking quotes from external providers Research funds, products, identifying critical features and comparison analysis Attend client meetings and supporting the Financial Advisers Be experience of maintaining good working relationships in the delivery of financial advice services or similar environment Detailed and complex report writing experience Set own goals and deliver upon agreed targets Have proficient knowledge of pensions, retirement planning, Investments, tax planning and regulation within the financial services industry. As the Senior Paraplanner you will be diploma qualified and be in the process or have completed your Chartered Financial Planner qualification. You will have a strong track record of working within a paraplanning role within financial services, wealth management, an investment house or IFA. The salary is competitive and negotiable, dependent upon experience. For immediate consideration please send your CV to Suzanne Edmonds at Square Peg Associates.