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 home working for the right candidate.
The Company: David Smith Financial Services are a well-established family run business with a history spanning nearly 50 years. Strong family values resonate throughout the business underpinning how they treat their clients and staff, making the office truly feel like an extension of the family. As a Chartered Financial Planning business, they aim to provide their clients with an exceptional service and make a positive impact in every one of their client’s lives. Over the last couple of years they have transitioned from a traditional advisory business to a goal based, financial planning firm, dealing with increasingly complex clients. Having entered a new chapter in the business’ life with further plans to grow and develop, the Senior Paraplanner will be an integral member of the team, whose input and ideas will be welcomed and whose experience will be valued.
Senior Paraplanner, Responsibilities:
Senior Paraplanner, Skills and Experience:
Dawn O’Shea is recruiting the Senior Paraplanner directly on behalf of David Smith Financial Services so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.
CV Elite Ltd | £65,000 - £80,000 per annum | Loughton |