Senior Paraplanner

We are currently recruiting a long-established but forward-thinking financial planning firm, currently seeking a highly motivated and detail-oriented Senior Paraplanner. This leadership role requires a high level of technical expertise and combines the oversight of a team of Financial Planning Assistants (FPAs/Paraplanners) with ensuring that the Financial Planners deliver consistent, top tier and personalised advice to their clients.

Qualifications & Skills Required:

• Extensive knowledge of investment products, tax laws, retirement planning and regulatory compliance.
• Ideally Chartered or working towards this qualification but with a minimum of CISI Level 4 or CII DipPFS.
• Minimum of 4 years relevant industry experience.
• Excellent written and verbal communication skills.
• High level of professionalism and integrity.
• Familiarity with financial planning software (e.g. Intelliflo, Voyant, Finametrica).
• A positive and enthusiastic individual who enjoys working as part of a team.

Key Responsibilities:

• Provide high-quality technical support to the financial planners and assistants, particularly in connection with complex matters, e.g. SSAS, DB schemes, EIS & VCTs and Investment bonds.
• Manage and mentor the FPAs.

• Support the FPAs in the preparation of client financial plans and Suitability Letters.
• Provide additional FPA resource/cover as and when needed.
• Serve as the primary point of contact for technical discussions with clients, product providers and internal teams.
• Take responsibility for ensuring that the financial planners and FPAs remain up to date with both the technical understanding and practical application of relevant products and strategies.
• Proactively ensure that internal advice-related processes are structured and followed efficiently and consistently.
• Selecting the most suitable products for the firm’s clients, e.g. wrap platform due diligence and selection of, and training on, research tools.
• Assist the Investment Director with gathering of fund due diligence for the Centralised Investment Proposition.
• Attend client meetings on request, e.g. for detailed discussion of more complex issues
• Ensure that recommended technical solutions comply with industry standards, regulatory requirements and internal processes.
• Liaise with Compliance to ensure the firm’s processes adhere to the highest standards.
• Identify opportunities for process improvements and new technologies which can enhance product offerings or internal processes.

Job Type:

Permanent, Full-time, office-based, Monday to Friday.

This is a fantastic opportunity for the right candidate to progress their career in a highly respected, local company. The successful candidate will be given the opportunity to expand their responsibilities and progress to the role of Financial Planning Director over time.

Benefits:

A generous package of employee benefits, including:

• Salary range of £45,000 to £65,000,
• Company pension,
• Death-in-service,
• Private medical insurance.