Senior Paraplanner

Role Nigel James Associates is excited to be working with a regional financial planning company with multiple offices across the South of England. They are looking for a very experienced Chartered Paraplanner who can join their growing and highly successful team in their Buckinghamshire office. The role will be to work with their HNW-UHNW clients and support one of the most senior Financial Planners in the company. Requirements To be eligible for this position, you must be Chartered qualified or close to becoming Chartered with at least 4-5 years Paraplanning experience. Ideally, you will have experience with HNW clients, having experience attending meetings however this isn’t essential. This company delivers an exceptional level of service to their clients and you will need to be able to show a professional and approachable manner. Success in this role requires a deep and sincere passion for financial planning, along with a commitment to delivering outstanding client advisory services. The ideal candidate will be technically orientated and be able to work independently and confidently within a team. Given this is a senior role within the Paraplanning team you would be expected to help colleagues, participate in key initiatives, and play an active role in driving the growth and development of the business. Why join? This company is a highly reputable and professional organisation, who are highly established and have won multiple awards. They are a sought-after business in the area who boast an incredible team with the most qualified and industry leading professionals working for them. They offer a great working culture. They would look to support anyone who is interested in moving into advice and any additional exams. Our client is committed to recognising and rewarding top talent by offering a highly competitive base salary, generous benefits, performance-based bonuses, and the added flexibility of a hybrid work model. What next? If you would like to find out more about this great role and client please apply below

Location: Buckinghamshire, GB

Posted Date: 1/19/2025