Senior Paraplanner: Own Complex Cases
Job in
Wallingford, New Haven County, Connecticut, 06495, USA
Listed on 2026-03-01
Listing for:
Ecruit
Part Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A financial services company in Wallingford is looking for a fully qualified Paraplanner to enhance their technical expertise and take ownership of financial planning cases. Candidates should hold a Level 4 Diploma in Financial Services and possess strong technical knowledge of financial products. Responsibilities include producing reports, drafting suitability letters, managing cases, and ensuring compliance with regulations. Benefits include a competitive salary, holiday entitlement, flexible working, and a bonus scheme.
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Position Requirements
10+ Years
work experience
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