Senior Paraplanner

40000.00 - 55000.00 GBP Annual + GBP40000 - GBP55000/annum
06 Mar 2017
21 Mar 2017
Contract Type
Full Time
Senior Paraplanner

GBP40,000 - GBP55,000



Our client is an award winning accountancy firm that pride themselves on providing their clients with tangiable results and service excellence. This is an exiting opportunity for an experience and qualified Paraplanner to join their established team and provide exceptional client service. If you value professional development then this will be an excellent opportunity for you.


- Attend client meetings with the firms Financial Planners
- Conduct key research and analysis ahead of the meetings
- Make recommendations to Financial Planners with confidence having fully evaluated influencing factors
- Preparation of suitability reports within the agreed turnaround times
- Provide a secondary point of contact for clients
- Providing technical assistance to the administration team
- Provision of market research to meet client needs and objectives in line with the brief provided by the Financial Planner
- Communicating with clients and providers in a helpful, professional and polite manner
- To act as a mentor to junior members of the Paraplanning Team


- Possess a full level 4 diploma (or equivalent), with exam passes in taxation, trusts and pensions
- Have proven experience as a Paraplanner within a similar environment
- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
- Excellent communication skills and ability to build lasting client relationships
- Organised and methodical individual with a positive approach to problem solving
- Hardworking and focused on meeting deadlines.

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EQUAL OPPORTUNITIES Morgan Spencer Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of gender, race, colour, nationality, ethnic or national origin, disability, marital status, sexual orientation, having responsibility for dependents, age, religion/beliefs, or any other reason which cannot be shown to be justified.

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