Senior Paraplanner

I am recruiting an experienced and technically proficient Senior Paraplanner to join the team at Bourlet Consulting, an independent, Chartered and Accredited Financial Planning firm based in beautiful offices near Corsham (SN13).

The role: A 'career’ Paraplanner, the successful candidate will become the technical lead in the office, keeping abreast of industry changes and collaborating with the Chartered Financial Planners to ensure the delivery of an outstanding financial planning service to a wide range of technically complex, high net worth clients. The Senior Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions, attending client meetings as required. They will also have the opportunity to lead, support and develop less experienced team members, taking responsibility for managing the workflow within the Paraplanning team.

Salary and Benefits: £50-70,000 (dependant on experience) plus an exceptional benefits package including25 days holiday + bank holidays + flexible/hybrid working + pension + 4 x salary death in service + group income protection benefit + continued professional development.

The Company: Bourlet Consulting was founded in 2003 to provide their clients with outstanding value and an unmatched personal service. They provide advice that is proactive, clear and engaging, helping their clients to make the most of their lives, while giving them peace of mind and confidence in their financial future.

Senior Paraplanner, Responsibilities:

• Collaborate with the Financial Planners to deliver a highly personalised holistic financial planning service, discussing complex cases and making suggestions and recommendations.
• Create agendas for client meetings, work to understand the client’s financial situation and use cash flow modelling to prepare and write financial plans and post meeting reports.
• Undertake technical research and financial analysis to support the Financial Planners in identifying suitable solutions for the client.
• Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance.
• Become the technical 'go to’ within the office, working as a support to the Financial Planners and as a mentor to the less experienced Paraplanners.
• Oversee workflow, working with the Paraplanners and administrative support team to ensure recommendations are implemented and the highest level of client service is delivered.
• Maintain up to date knowledge of developments in the financial planning industry, including legislation and technology.
• Contribute to development of best practice within the Financial Planning Team and wider firm initiatives.

Senior Paraplanner, Skills and Experience:

• A minimum of 3 years’ paraplanning experience.
• Diploma in Financial Planning (Dip PFS) as a minimum (ideally Chartered or keen to become Chartered, support with this will be provided).
• Knowledge in all areas of financial planning (investment and wealth management, pensions and retirement planning, protection, inheritance and tax planning etc), with experience of cashflow modelling and of working with a broad range of high-net-worth clients.
• A strong technology and mathematical aptitude (knowledge of Voyant is preferable but not essential)
• Excellent communication skills, both verbal and written.
• Highly organised and methodical, with excellent attention to detail.
• A strong relationship builder and collaborative team player with a customer centric approach.

Dawn O’Shea is recruiting the Senior Paraplanner directly on behalf of Bourlet Consulting so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.