The Role:I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10). The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical go to in the office, keeping abreast of industry changes and supporting the Partners in delivering an outstanding financial planning service to a wide range of technically complex, high net worth clients.
The successful Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients needs and personal goals.
Salary and Benefits: £65,000 - £80,000 basic salary (dependant on experience) + benefits including 34 days holiday (including bank holidays and 3 days holiday between Christmas and New Year) + early finish on Fridays + 8.5% employers contribution pension + life insurance + private medical insurance + income protection benefit + ongoing professional training and development. This is ideally a full-time, office-based role, but we are happy to consider flexible working hours and a degree of...