Senior Paraplanner

Job Title: Technical Paraplanner Industry: Financial Planning Location: Hereford Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: • Writing technical suitability reports and product research • Cashflow modelling • Attending client meetings and building upon the strong relationships • Working closely with the other IFA’s, and back office team • Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: • Highly competitive salary depending on experience and qualifications • Discretionary bonus scheme • Hybrid working • 6% pension contribution • 25 days holiday • Birthday off • Buy and sell scheme • Private medical insurance • 4x DIS • Progression opportunities available if interested • Exam funding and support to continue qualifications Skills and experience required: • Level 4 Diploma minimum, ideally Chartered • Extensive experience working in a Paraplanning role, ideally a client facing one • Passionate to move into a Financial Adviser position in the future • Strong knowledge of UK products and FCA regulations