Senior Paraplanner

Our client is a well established and successful financial services organisation. Due to sustained growth our client is looking to recruit an experienced and technical Senior Paraplanner to join their growing team.

Responsibilities:
- Technical research and preparation for client meetings and attending client meetings where needed
- Preparing client reports and suitability letters
- Preparing pension transfer analysis reports
- Handling technical client queries
- Assisting with creation/evolution of client portfolios
- Ensuring team complies with FSA and internal compliance procedures
- Attending monthly group marketing meetings

Candidates need to be Diploma Qualified and ideally be degree level educated. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner and have strong IT skills.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package.

Sector Financial Services
Region East Midlands
LocationLeicester
Salary£28,000 to £35,000 Basic

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