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Jobs in Jersey

Senior Paraplanner

Reference
KR13894

Location
Jersey

Salary

Category
Financial Services

What if your paraplanning expertise could shape more than just the advice?    

A specialist financial planning opportunity in Jersey is offering the chance to combine technical research, suitability reporting, advice quality and regulatory oversight with something more: helping develop a growing paraplanning function.

From preparing complex suitability reports covering tax-efficient investment strategies and trust planning, to reviewing advice, supporting Financial Advisers and mentoring developing Paraplanners, this is a role with plenty of scope to make an impact.

Level 4 qualified, experienced across Jersey and UK financial planning, and looking for a role that goes beyond the traditional paraplanning remit?

Could this be the opportunity to bring technical expertise, quality assurance, and people development together?

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Shelley Kendrick

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01534 715151
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