To £40,000 + Bonus / Benefits
This successful accredited Essex based financial planning practice is seeking an experienced paraplanner as a result of continued expansion. The firm offers high quality financial planning advice to business owners, directors and senior executives, pre and post retirement.
The role is intrinsically the senior paraplanner in the company with the view to taking on greater responsibilities and supervising the paraplanning and support team in the future. There could also be progression to advising if desired. This is a fast growing and successful firm with lots of opportunity for career development
Working closely with the directors assisting with data gathering, analysis and research
Production and implementation of financial plans
Client review work
Attending client meeting
Ensuring adherence to compliance procedures
Supervision of staff
Ensuring work flow and quality
Improving and implementing procedures and processes, compliance and ad hoc projects.
You will need:
Demonstrable experience of working as a paraplanner
Diploma level 4 as a minimum
Strong technical knowledge in the areas of pensions, taxation and estate planning