Our client is the UK member firm of the world’s fifth largest accountancy network with more than 600 offices in 100 countries.  In the UK our client employs more than 3,000 people across 16 locations.

This company specialises in wealth management services and they are looking for a Senior Paraplanner to analyse Client portfolios and produce technical reports for Consultants and Directors.   As financial advice is regulated by the FSA, this role has limited signing authority.  The Paraplanner will analyse data and draft reports for the Consultants to review, approve and sign.

Our client is looking for an ambitious and entrepreneurial individual with a professional attitude. The right individual with be confident, approachable and client focused.

A minimum of full Certificate in Financial Planning or equivalent industry qualification is required along with a thorough understanding of the administrative procedures relating to the different categories of business and all practices and disciplines including Investments, Corporate Pensions and Financial Planning.