An excellent opportunity has arisen for a dynamic and highly experienced individual to take the lead as Senior Paraplanner and work within our growing Independent Financial Planning firm with offices in the South East and South West. The business delivers holistic financial planning to a wide range of HNW clients including individuals, companies and trusts.
This is an interesting and challenging role where alongside providing highly technical paraplanning support to a senior IFA, the applicant will be part of the Investment Committee, work closely with the Management Team and provide leadership support to the existing Paraplanning Team. This exciting role will suit a confident and experienced paraplanner/technician who has experience with DB Transfers and complex cases with the skills to mentor, develop and support an excellent team of paraplanners. They should enjoy using their initiative and have a ‘can do’ approach to work. A friendly, approachable and welcoming business awaits the right candidate. Based – Location of choice and flexible. Offices at High Wycombe, Bristol or home based.
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