An established and thriving firm of Chartered Financial Planners based in Sutton Coldfield are seeking a Senior Paraplanner with whole of market experience to join their Private Client team. This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to whole of market Advisers, with additional support from the Private Client Administrators.
Responsibilities include writing full Financial Planning reports without templated aids, conducting full market product research and liaising with Clients and product providers. The successful candidate must have experience in a whole of market IFA environment and be able to write bespoke suitability reports without using supporting software templates.
Experience of platforms is and Truth Cashflow planning software desirable and DipPFS as a minimum is a necessity. Candidates will ideally be Chartered or within one or two exams. This is a sought after opportunity working for an exclusive name in the market offering a highly competitive salary, bonus scheme and clear structured career progression.