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Senior Paraplanner : Stokenchurch, Bucks

Senior Paraplanner - Stokenchurch, Bucks

Salary: Very Competitive Salary

The Role

Our Client is looking for a motivated Senior Paraplanner to join their busy and successful Paraplanning Team at their Head Office.

You will support the highly qualified team of IFA's and be responsible for delivering high quality reports.

The position will be suitable to someone who has a minimum of 5 years background in Paraplanning, preferably Chartered but at least Diploma Level 4 Qualified and higher education qualifications of A Level or above.

To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

Your key responsibilities will be provision of high quality technical support and a good standard of literacy and numeracy.

Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date.

You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude.


It is essential that candidates demonstrate a strong background within a similar environment as a Senior Paraplanner as well as having an outgoing and aspirational personality.

5 years background in Paraplanning

What you get in Return

In return for your hard work and commitment you will be rewarded with an attractive package which will be reviewed annually in relation to performance.

Impressive benefits package including company pension, death in service & employee lifestyle ben