Senior Paraplanner

Niche Private Clients specialises in providing specialist, fixed fee financial planning tailored to high net worth individuals and families. The company offers experience and expertise to assist clients in making long-term plans for themselves and future generations.

Role Description

This is a full-time on-site role for a Senior Paraplanner. The Senior Paraplanner will be responsible for conducting financial planning, utilising analytical skills, managing investments, handling finance-related tasks, and writing reports. We're looking for candidates to supplement our Paraplanning Team, who undertake a vital role in ensuring the smooth and efficient day-to-day running of our company and supporting our Financial Advisers.

Qualifications

• Relevant financial planning qualifications to a minimum of CII Diploma in Financial Planning (or equivalent).
• Advanced financial planning qualifications desirable.
• To be IT literat...