Senior Paraplanner - Cooper Lomaz Recruitment : Job Details

Our is a successful Chartered Financial Planning institute and they are seeking a Senior Paraplanner to join their team. This is a pivotal role to the company and you will be in direct communication with advisers and clients. The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor. The role will involve:

• Collect and collate information from the client
• Collaborate with Chartered Financial Planner and develop a comprehensive financial plan and strategy to meet the clients needs
• Undertake comparative research including completing calculations
• Prepare suitability reports

In return our client can offer:

• Salary between £35,000- £50,000 (potentially more for the right candidate.)
• Flexible working
• Private medical and dental insurance
• Income protection
• Flexible holiday allowance