Paraplanner/Senior Planner

Paraplanner/Senior Planner - 12 month FTC - circa £38k per annum - Gloucestershire
A Paraplanner/Senior Planner role paying circa £38k per annum on a 12-month fixed term contract provides an exciting opportunity to provide Paraplanning support and oversight of a portfolio of valued clients on a wide range of financial products for an established financial services organisation based in Gloucestershire.

Your new role
You will work closely with a dispersed team of Independent Financial Advisors to manage a variety of technical work and provision of compliant research and client reports. You will carry out research for various products and solutions, with a particular focus on pensions and investments and will act as a point of contact for clients on a day to day basis, ensuring response to new and existing business queries. You will also support the client annual review process and will ensure all client administration is carried out in line with company and FCA procedures.

What you'll need to succeed
Your previous experience as a Paraplanner or Senior Planner, strong technical background in investment and pensions and Level 4 diploma in Financial Planning within a fast-paced financial services environment will lead to your success. You will also have experience of conducting investment and pension research and producing suitability reports, alongside familiarity with investment platform systems and wrap accounts.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Circa £38,000 per annum
Apply Now

Talk to a consultant

Talk to Catherine Davis, the specialist consultant managing this position, located in Birmingham

3rd Floor, One Colmore Square

Telephone: 0121 230 1460

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