This Senior Paraplanner job in Chesterfield provides opportunity to play a key role in a growing IFA firm with a 5 year roadmap to scale the business.
As a Senior Paraplanner you will be focused on supporting their team of Financial Advisors (including Chartered Financial Advisors). You will provide support on a range of cases with a natural leaning towards the more technical / complex cases, making use of your knowledge and skillset.
The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow.
Our client also has a SIPP / SSAS administration division; therefore it is likely you will be involved in cases whereby clients have SIPPs / SSASs. As such, we are ideally seeking a Senior Paraplanner confident on this area of the market.
Senior Paraplanner Requirements
* You should be a current Paraplanner with strong knowledge of the full range of financial planning
* You should be Diploma qualified in Financial Planning and ideally hold some advanced qualifications
* You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business
The Company
Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over £300m FUM plus is regulated to manage the administrati...