Senior Paraplanner

Recruiter
Cameron James
Location
Brighton
Salary
35000.00 GBP Annual
Posted
28 Jul 2017
Closes
25 Aug 2017
Function
Consultant
Contract Type
Permanent
Hours
Full Time

This is an exciting opportunity to build a career at one of the countries fastest growing financial adviser firms.

The firm has built a leading business and is now in the process of building its wealth management division.

To support this adviser base, a paraplanning team will need to be built and the company is looking for a senior paraplanner to lead the growth of that team.

Requirements:

  • Level 4 diploma qualified as a minimum
  • Advanced pensions (G60 or AF3) qualification (Not Essential)
  • Ability to use technical financial planning tools
  • Experience with cash flow modelling software a bonus
  • Previous management experience a bonus

Purpose of role and main duties:

  • Conduct research and write suitability reports for two current advisers
  • Take ownership of the research and report writing functions
  • Recruit and train new paraplanners to service the growing adviser base
  • Be proactive in ensuring adherence to compliance procedures

The ideal candidate would be a career paraplanner rather than someone looking at paraplanning as a steppingstone to becoming an adviser.