Senior Paraplanner

Senior Paraplanner

Senior Paraplanner

Switch Recruitment

Reed

Norwich, Norfolk

2 hours ago

No application

About

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of an experienced and Senior Paraplanner to join their busy and successful team.Responsibilities:Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.Supporting more junior paraplanners Experience:Candidates need to have previous paraplanning or report writing experience at a senior level ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.Experience across a range of platforms is preferred.You will ideally be qualified to Level 4 / Diploma, and ideally progressing to chartered status, and have good planning and organisational skills.In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.