Senior Paraplanner - Wealth Planning & Strategy

Financial Divisions; Bishop's Stortford; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

DIS benefit

EV Car Scheme

Eye Tests

Legal Services

Annual season ticket loan

Referral incentive scheme

Job summary

A wealth planning firm near Bishop's Stortford is seeking a Senior Paraplanner to support two advisers with complex paraplanning cases. Ideal candidates will have over 3 years of experience in the wealth planning sector, preferably working towards Chartered status. Familiarity with financial tools like Intelligent Office, Cashcal, and FE Analytics is a plus. This role offers a chance to work with a strong team focused on providing exceptional service to HNW clients.

Qualifications

• 3+ years of experience in complex paraplanning cases.
• Background in an independent wealth planning firm preferred.
• Experience with funds on Quilter, Transact, AJ Bell is advantageous.

Responsibilities

• Support 2 advisers and attend client meetings when required.
• Compile advice alongside advisers.
• Manage affairs of high-net-worth clients.

Skills

Complex paraplanning

Technical knowledge

Client interaction

Education

Working towards Chartered status

Tools

Intelligent Office

Cashcal

FE Analytics

Job description

A wealth planning firm near Bishop's Stortford is seeking a Senior Paraplanner to support two advisers with complex paraplanning cases. Ideal candidates will have over 3 years of experience in the wealth planning sector, preferably working towards Chartered status. Familiarity with financial tools like Intelligent Office, Cashcal, and FE Analytics is a plus. This role offers a chance to work with a strong team focused on providing exceptional service to HNW clients.