Senior Paraplanner

CV-Library

Bedford, Bedfordshire

13 months ago

Applications closed

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Senior Paraplanner Opportunity - Bedford
Salary: £45,000 - £48,000
Parking available, hybrid working 3 days a week in the office after probation period

An excellent opportunity is available for an experienced Senior Paraplanner to join a well-established and busy Financial Services Practice in Bedford. This growing firm has built a strong reputation in the industry, offering highly personalised financial planning and investment management services with a client-centric approach.

This is a key position within the business, working closely with the Managing Director and three Financial Advisers. You will have the chance to sit in on client meetings and be involved in the full financial planning process as a key support to the Advisers.

The company are aiming to stay up to date by implementing the latest technology including utilizing Financial Planning Artificial Intelligence. They are on a growth trajectory with additional hires planned across the year.

What’s on Offer?
Salary: £45,000 - £48,000
Exam Support
Hybrid Working (after probation)
Parking Provided
25 Days Annual Leave (+ Bank Holidays)
Direct exposure to client meetings and mentorship from the MD
Opportunity to train a Junior person in due course

Role Requirements

To be considered for this Senior Paraplanner role, you should have:

Level 4 Diploma Qualified
Previous experience within a Financial Services Practice
Ideally experience using Intelligent Office back office system, or similar
Strong analytical skills and experience with Cash Flow Planning

What’s Next?
Apply today to be considered for this Paraplanner position. If suitable, one of our specialist consultants will reach out to discuss the opportunity in more detail before submitting your CV. During this conversation, we’ll also explore any additional opportunities that match your skills and career goals

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