SonicJobs Logo
Left arrow iconBack to search

Senior Paraplanner

Recruit UK
Posted 10 days ago, valid for 7 days
Location

Loughton, Essex IG10 1EZ, England

Salary

£30,000 - £36,000 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The job title is Senior Paraplanner at a respected Financial Planning firm in Loughton, Essex.
  • The position offers a salary of up to £75,000, which is negotiable based on experience.
  • Candidates are required to have a minimum of 4 years of experience in a Paraplanning role and hold a Level 4 Diploma in Financial Planning.
  • The role involves providing advanced support to Financial Planners, including technical research, report writing, and client relationship management.
  • Benefits include hybrid working, a workplace pension with an 8.5% employer contribution, and 23 days of holiday plus bank holidays.

Job Title: Senior Paraplanner

Industry: Financial Planning

Location: Loughton

Salary: Up to £75,000 (negotiable dependent on experience)

Job Reference: 9320

Job Description:

Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.

As a Senior Paraplanner, you will play a key role in the firm, working closely with Financial Planners to deliver comprehensive and high-quality financial planning services. This role offers the opportunity to take on more responsibility, including technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients’ needs and personal goals.

You will 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

Duties will include but not limited to:

  • Act as the main point of contact for all technical support.
  • Interpret and analyse data from client meetings to provide tailored solutions.
  • Prepare suitability reports, client illustrations, and key features documents.
  • Ensure compliance with procedures and maintain up-to-date client files.
  • Build and maintain relationships with product providers and keep the team informed of market developments.
  • Support the delivery of the firm’s investment proposition.
  • Propose and draft financial solutions for clients

Benefits:

  • Salary Up to £75,000
  • Hybrid working from home
  • Company pension
  • Fully supported exams and progression
  • Workplace Pension with 8.5% employer contribution
  • Death in service
  • 23 days holiday plus bank holidays. The office typically closes between Christmas and New Year.

Skills and experience required:

  • 4 years + experience in a Paraplanning role
  • Excellent understanding of Financial Planning
  • Level 4 Diploma in Financial Planning
  • Attention to detail
  • Excellent written and verbal communication skills

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.