Job vacancy - Senior Paraplanner

Position: Senior Paraplanner
Reference: acsBCpaplan
Location: Worthing
Salary: £40,000 - £45,000 per annum
GO BACK

Job Title: Senior Paraplanner

Do you have previous experience as a Paraplanner within the high net worth, pension transfer and tax mitigation environment? You should have Level IV qualification as a minimum, ideally part or fully qualified Level VI.

The ideal candidate will have:

  • Excellent organisational skills and the ability to work on own initiative and plan own workload
  • Previous experience as a Paraplanner within the high net worth, pension transfer and tax mitigation environment.
  • Thorough understanding of compliance and regulatory requirements specific to delivering client advice
  • Excellent analytical and decision making skills
  • Ability to produce recommendation reports of a complex nature based on individual client aims and objectives
  • Ability to guide and mentor the existing paraplanning and sales support team.
  • Technical knowledge that can be used as a point of reference for advisers
  • Ability to research and conduct due diligence on a range of regulated products
  • Supervisory experience
  • Level IV qualification as a minimum, ideally part or fully qualified Level VI.

ACS are recruiting for a Senior Paraplanner. If you feel that you have the skills and experience required in this advertisement to be a Senior Paraplanner please submit your CV including an outline of your experience as a Senior Paraplanner. It is always a good idea to include a covering letter outlining your experience as a Senior Paraplanner with your application as this will enhance your chances of selection and improve your prospects of landing the Senior Paraplanner role you desire.