Senior Paraplanner

Paraplanner

• Location: Horsham, Chelmsford or Remote
• Job Type: Full-time

Reed Financial Services are seeking a Paraplanner to join an IFA’s dynamic team at a leading financial advice network. This role is crucial for providing high-level paraplanning support to IFAs and assisting in the day-to-day operations of our business. The successful candidate will be instrumental in developing other Paraplanners and Trainee Paraplanners, ensuring our service delivery is timely and accurate.

Day-to-day of the role:

• Provide comprehensive paraplanning support across various financial planning areas including pensions, investments, protection, inheritance tax, and cashflow planning.
• Liaise with product and fund providers to understand technical matters and gather necessary data.
• Deliver accurate research and recommendation reports and oversee the sign-off of other team members’ work.
• Regularly report to the Paraplanning Team Leader and Operations Manager, ensuring adherence to data protection principles and company policies.
• Promote and ensure the delivery of Client Best Interest outcomes as per company policy.
• Handle high-level and detailed initial assessments of cases to ensure all required technical information is present.
• Prepare and issue personal illustrations, key features documents, application forms, and other relevant information.
• Maintain a complete audit trail in the software system to justify product selection and ensure compliance.

Required Skills & Qualifications:

• Must be Level 4 qualified as a minimum.
• Significant previous experience within the financial services industry.
• Proficient in Microsoft Office applications and familiar with industry-specific software like Intelligent Office CRM.
• Comprehensive knowledge of industry research tools such as Selectapension, Synaptics, Assureweb, Morningstar, and FE Analytics.
• Strong problem-solving abilities and excellent time management skills.
• Leadership and management skills with the ability to work independently and as part of a team.
• Up-to-date knowledge of financial services providers and products.

Benefits:

• Opportunities for professional development and training in areas like strategic financial planning and cashflow modelling.
• A supportive team environment that fosters personal and professional growth.
• Competitive salary and benefits package.

To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and qualifications.