Senior Paraplanner

Carter_Backer_Winter · April 2018

Hi Everyone,

We are hiring! We have an opportunity for a Paraplanner to join our CBW Financial Planning department.

In a nutshell.

We have an opportunity for a Paraplanner to join a well-established, successful financial planning team. Reporting to one of our IFAs, the successful applicant will be working with a Financial Planner and a team of administrators.

To be considered for this opportunity you will have been working towards CII level 6 advance diploma / Chartered and have at least four years paraplanning experience. You will also have experience of using third party research tools and are level 4 diploma qualified.

What about the actual job?

Attending client meetings with Financial Planner as required
Supporting the Financial Planner in research and analysis to meet Client needs and objectives
Supporting the Financial Planner in preparing Client financial plans and suitability reports
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Research and analysis of financial products to meet Client requirements
Contribute towards the research as a member of the Investment Committee
Managing the presentation of technical data to the Financial Planner
Managing the preparation of Client Financial Plans and Suitability Reports
FCA related and other regulatory issues
Promoting the profile of the business within the profession and wider communities

Please review the following link for more details, and to apply:

Thank you.