Paraplanner

Financial Divisions; St Albans; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading wealth management firm in St Albans is seeking a Senior Paraplanner to join their dynamic team. This role offers a competitive salary of up to £55k, a comprehensive study package, and hybrid working options. Ideal candidates will have a Level 4 Diploma and at least 2 years of paraplanning experience. This position provides excellent opportunities for career development and support towards achieving Chartered Status.

Benefits

Comprehensive study package

Bonus

Study support towards Chartered Status

Career path development

Qualifications

• Minimum of 2 years pure paraplanning experience with client-facing responsibilities.

Responsibilities

• Provide full paraplanning support to a senior Financial Planner.
• Attend client meetings and be part of the advice process.
• Perform full lifetime cashflow modelling.

Skills

Client-facing

Technical paraplanning

Cashflow modelling

Education

Level 4 Diploma

Job description

3 days ago Be among the first 25 applicants

This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Financial Divisions

SENIOR PARAPLANNER (Client-facing opportunity) - St Albans area - Up to £55k, very comprehensive study package including Bonus, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path.

Excellent opportunity for a Diploma Qualified Senior Paraplanner to further develop your Client-facing skills with a reputable local wealth management firm known for their client loyalty and staff care.

Opportunity Highlights

1. Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients.
2. Develop your technical paraplanning skills further.
3. Attend client meetings and be part of the advice process.
4. Review client information from fact finds, meeting notes, and existing records; undertake research and collate supporting documentation and application paperwork for the advice.
5. Provide full analysis of client needs, researching solutions and writing compliant and suitable recommendations for all clients.
6. Perform full lifetime cashflow modelling to develop holistic financial plans; current cashflow modelling experience required.
7. Enjoy a structured career path with excellent mentoring.
8. Minimum of 2 years pure paraplanning experience with client-facing responsibilities and Level 4 Diploma essential.
9. Study support provided to assist with advanced papers to achieve Chartered Status.

If you are interested in joining a dynamic and progressive team, send your CV to Sam Negbenebor at [e-mail].

Hashtags: #wealthmanagement #financialplanning #clientfacing #paraplanner #chartered #study #hiring #careerdevelopment #hybrid #advice #ifa

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance