Senior Paraplanner - Hybrid Wealth Planning (St Albans)

Saltus; St Albans; Hybrid; GBP 38,500 - 49,500; Full time

Benefits offered by this job

25 days holiday

Life assurance

Income protection

Pension

Flexible benefits platform

Job summary

A financial planning firm in St Albans seeks an experienced Paraplanner to join their team. The ideal candidate will have strong technical knowledge, excellent communication skills, and at least 3 years in paraplanning. Offering hybrid work options and competitive salary ranging from £38,500 to £49,500, plus benefits like 25 days holiday. Join a nurturing culture focused on career growth and flexibility.

Qualifications

• Minimum of 3 years' experience within a paraplanning role.
• Confident dealing with HNW clients and professional connections.
• Organized and able to manage a busy workload.

Responsibilities

• Analyze client information and existing investments/policies.
• Construct appropriate solutions for clients and make recommendations.
• Write suitability reports for cases of varying complexity.

Skills

Technical knowledge of financial products

Excellent communication skills

Problem-solving

Attention to detail

Team player

IT skills

Education

CII Level 4 diploma in regulated financial planning

Tools

Curo

FE Analytics

Voyant

Job description

A financial planning firm in St Albans seeks an experienced Paraplanner to join their team. The ideal candidate will have strong technical knowledge, excellent communication skills, and at least 3 years in paraplanning. Offering hybrid work options and competitive salary ranging from £38,500 to £49,500, plus benefits like 25 days holiday. Join a nurturing culture focused on career growth and flexibility.