Senior Paraplanner

  • Location

    Chertsey, Surrey

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum

  • Contact:

    Samuel Rawlings

  • Contact email:

    financialservices@mbfitzgerald.co.uk

  • Job ref:

    BBBH1987_1581440347

  • Published:

    12 months ago

  • Expiry date:

    2020-03-12

  • Consultant:

    #

An established and extremely high-net worth IFA practice based out of Chertsey now require a Senior Paraplanner to support their Senior Wealth Planners providing holistic financial planning advice across investment management, life insurance, pensions and tax planning for a varied HNW client portfolio.

Role will include research, preparing suitability letters and annual reports, and making recommendations for client meetings.

You will be an experienced senior paraplanner with a strong knowledge of financial products.

You will also have completed your DipPFS and ideally be working towards Chartered status. This is a first class opportunity to work for a highly successful practices providing a first class service to the HNW market.