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- Diploma in Financial Planning
Exciting opportunity to join an innovative Top 10 accountancy firm as part of their progressive and forward thinking financial planning division who specialise in providing sophisticated wealth management solutions to HNW and UHNW clients.
As a senior paraplanner you will work very closely with the firm’s Financial Planners in formulating complex client solutions across all areas of financial planning. An additional aspect of the role will be training and developing less experienced members of the team.
You must be Diploma qualified (CII or equivalent) and ideally be working towards or hold Chartered status (CII or equivalent). In addition you will have strong technical knowledge and experience working on complex client scenarios.
Basic salary to £48,000 plus discretionary bonus and excellent benefits
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