Senior Paraplanner Wanted! - Cooper Parry Wealth, Derby, East Midlands
At Cooper Parry Wealth we want to be the best.
We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.
We’re looking for a **Senior Paraplanner **who loves interacting with clients.
You’ll need to take ownership of everything listed below:
•The direction and suitability of advice to clients
•Coordinating an expert team including tax advisors and solicitors
•Supporting Relationship Managers to finalise financial plans, progress reports and suitability letters
•Attending and recording details of all client meetings
We need you to have the following:
•A Chartered or Certified Financial Planner qualification, and preferably a current SPS & CF30 authorisation
•Personal credibility alongside your technical knowledge, meaning you find it easy to explain and simplify complex ideas
•A highly organised approach and a dedication to seeing things through
•Excellent attention to detail and relationship management skills
So, what’s in it for you?
As the Best Financial Adviser to Work For 2019, we put our people first, offer competitive salaries, unlimited paid holidays and flexible working. We’ve got a great pension scheme, 7pm – 7am email curfews and offer opportunities for development and progression.
It’s no wonder we won the 2018 UK & European Employee Engagement Company of the Year Award!
Why Cooper Parry Wealth?
We believe that the traditional wealth management model is broken, and we hope you find that intriguing. Find out more about our unique approach by visiting www.cooperparrywealth.com.
If you’re thinking this is right up your street, then get in touch by e-mailing traceyc@cooperparry.com or upload your CV to https://cooperparry.current-vacancies.com/Jobs/Advert/1809988?cid=1742