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Senior Paraplanner

Senior Paraplanner
Leicester
GBP 35,000 - GBP 45,000 plus benefits

CleverHR is delighted to represent a well-established Financial Planning practice in Leicester as they seek to grow their back office support team.
The business has now been in operation for more than 15 years and offer a high level of service to a number of HNW private clients and senior professionals across the East Midlands.
As the business continues to grow, an experienced Senior Paraplanner vacancy has arisen to allow the Senior Financial Adviser to spend more time seeing clients and developing key business relationships.

Some key responsibilities

On the whole provide senior technical support to one Financial Adviser
Assist with writing complex suitability reports
Researching VCTs, IHTs and EIS
Analysing Client portfolios
Assisting with Pension Transfer work
Provide technical support to other members of the back office team
Complying with FSA guidelines

About You

You will have at least 3 years` experience in a Paraplanning role
Diploma qualified with AF3 / G60 (essential)
Experienced in the UK Financial Services Pension Transfer arena


The company we represent is proud of its heritage and would like to appoint a candidate to the business that shares its same values in line with outstanding client care and service.

If it sounds like you please feel free to get in touch to discuss further.

This job vacancy is no longer active.

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