Senior Paraplanner

  • Shortlist
Location Lewes , East Sussex
Sector Financial Services
Salary £40,000 - £50,000 Per Annum
Type Permanent
Consultant Conor Macdonald
Ref 54417

The client I am working with are a forward thinking Chartered financial planning firm based in East Sussex where the employees enjoy being part of a fantastic, long-established team. The firm in the last few years has experienced great success and is now looking to continue growing over the coming years.

The Opportunity:

This is a fantastic opportunity for an experienced candidate to take on the pivotal role of a Technical Manager to lead their paraplanning team and to provide day-to-day product and technical support to the business as a whole and the advisers. You will also have the opportunity to liaise with the Operations Manager to ensure the smooth running of client service processes within the business.

On offer in addition to this role will be an extremely competitive salary, comprehensive benefits package (including PMI & DIS & Income Protection), on-street parking, a discretionary bonus paid each year and a brand new office.

Desired Skills:

  • Hold Level 4 Diploma in Financial Planning, and working towards the Level 6 qualification 
  • Previous experience supporting Advisers within an IFA environment
  • Comprehensive market knowledge with strong technical ability, ideally within Pensions Transfer cases
  • Client facing experience (Advantageous) 
  • Management or training experience within an IFA

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner