Senior Paraplanner

Job Title: Technical Paraplanner

Industry: Financial Planning

Location: Hereford

Salary: £50-70,000

Job Reference: 10235

Job Description:

Are you a technical paraplanner, looking to step into Financial Advice?

Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book?

We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book.

Duties:

• Writing technical suitability reports and product research
• Cashflow modelling
• Attending client meetings and building upon the strong relationships
• Working closely with the other IFA's, and back office team
• Adhering to strict FCA regulations and ensuring compliance regulations met

Benefits:

• Highly competitive salary depending on experience and qualifications
• Discretionary bonus scheme
• Hybrid working
• 6% pension contribution
• 25 days holiday
• Birthday off
• Buy and sell scheme
• Private medical insurance
• 4x DIS
• Progression opportunities available if interested
• Exam funding and support to continue qualifications

Skills and experience required:

• Level 4 Diploma minimum, ideally Chartered
• Extensive experience working in a Paraplanning role, ideally a client facing one
• Passionate to move into a Financial Adviser position in the future
• Strong knowledge of UK products and FCA regulations