senior paraplanner - How much money do you make working at this position?
The average salary for the senior paraplanner position is 3600 £
You will hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered. Competitive salary with additional company benefits…
Senior Paraplanner - Full Time
You will have a minimum of 3 full years of Paraplanning experience already and be minimum Diploma qualified. At least 3 full years' of Paraplanning experience,…
CLARK & JAMES
Senior Paraplanner - Fareham, Hampshire - £40,000 - £50,000 + benefits
Clark James are delighted to be working on behalf of a highly successful Financial Services firm based near Fareham, who are seeking an experienced Paraplanner.
Up to £60,000 per annum + Bonus & Benefits We're looking for a talented Senior Paraplanner to work for our client. They want to recruit someone with demonstrable experience of the financial services industry of which a minimum of 3 years has been in paraplanning within a firm of financial advisors. If that's you then you could be exactly what they're looking for. - The Role: Reporting to the Head of Paraplanning and based in the company's Stoke-on-Trent office, as the Senior Paraplanner you will be primarily responsible for providing all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their advisors. In the job you'll be tasked with the following: Acting as a focal point for technical enquiries from advisors and paraplanning teamRevising and updating report templates in response to legislative changesAnalysing client information and existing investments/insurances, identifying any gaps in the clients financial plansConstructing appropriate solutions for clients and make recommendations in conjunction with the advisersWriting complex suitability reports for both existing and potential clients which are readable, compliant, and technically accurate, ideally able to work on complex db transfersLiaising with investment, and accounts and dealing with teams in respect of reviews of existing investments and feasibility of in-specie transfersIdentifying gaps in clients financial plans to increase sales opportunities - especially in protection products - The Candidate: The ideal candidate for this Senior Paraplanner role will have relevant experience of the financial services industry of which a minimum of 3 years has been in paraplanning within
Job Title: Senior Paraplanner Industry: Financial Services Location: Nottingham Salary: 35,000 - 45,000 Job Reference: 7965 Are you an experience Paraplanner looking for the next step? Job Description: Recruit UK is working on an excellent opportunity...