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A growing and client-focused financial planning firm is seeking a Senior Technical Paraplanner to take ownership of the technical output within the firm. This role is ideal for an experienced paraplanner who thrives on providing high-level technical support and leading a team.
What’s on Offer?
- A competitive salary package
- Regular salary reviews
- Discretionary bonus structure
- 25 days Holiday + Bank Holidays
- Option to buy more holidays
- Flexible working
- Genuine career development
- Company Pension
- Full study support to Chartered qualifications
- Discounted services including mortgage advice
- Social events and charity events
Key Responsibilities will include:
- Act as the 'go-to’ person for technical queries within the team
- Support and mentor less experienced team members
- Monitor and update financial planning tools, research software, and calculators
- Develop and implement advice strategies, including cash flow modelling, retirement planning, and tax-efficient investing
- Ensure the quality and compliance of all financial advice delivered
- Conduct due diligence, research, and investment analysis
- Prepare suitability reports and client presentations
- Oversee provider illustrations, applications, and investment information
- Monitor client objectives and business pipelines
What do we need from you?
- A minimum of 5 years of experience in paraplanning
- Strong knowledge of holistic financial planning, including pensions, investments, and inheritance tax planning
- Excellent analytical and communication skills
- Chartered or working towards Chartered status would be of most interest, but the Level 4 Diploma is essential
- Experience in training and supervising other team members (desired)
This is an exciting opportunity for a senior paraplanner looking to take the next step in their career and play a crucial role in a firm’s technical and advisory services.
If you are interested, please apply now or get in touch for more details quoting NJR15666
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