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We are excited to offer a fantastic opportunity for an experienced Senior Paraplanner to join a well-established and reputable wealth management firm in the St Albans area. This is the ideal role for a Diploma Qualified Paraplanner looking to progress in their career and take on a client-facing role with exposure to complex financial planning cases.
The firm, with over 40 years of success, provides independent financial planning and prides itself on high standards of professionalism and integrity. Due to continued growth, they are looking for a Senior Paraplanner to work closely with a Senior Financial Planner, providing support in delivering high-quality financial advice to their clients.
Key Benefits:
- Competitive Salary: £45k-£55k (depending on experience)
- Study Support: Full support to help you achieve Chartered Status
- Bonus Scheme: Performance-related bonuses
- Generous Benefits: Including Private Medical Insurance, Death in Service, and generous holiday allowance
- Hybrid Working: Flexibility to work both from home and in the office
- Career Progression: Excellent mentoring and structured career development opportunities
Key Responsibilities:
- Client-Facing Role: Work closely with a Senior Financial Planner, attending client meetings and helping to develop bespoke financial plans.
- Financial Plan Development: Review client information, conduct research, and compile supporting documentation for advice.
- Cashflow Modelling: Use lifetime cashflow modelling to create comprehensive and tailored financial plans.
- Technical Analysis: Take full responsibility for the analysis of clients’ needs, researching suitable solutions, and writing compliant recommendations.
- Professional Growth: Continue to develop your paraplanning expertise with support to progress towards Chartered Status.
Key Requirements:
- Diploma in Financial Planning (Level 4) - essential
- At least 2 years of paraplanning experience
- Strong technical knowledge and a desire to work closely with clients and advisers.
- Excellent communication skills, with the ability to manage client relationships.
- A proactive approach to learning and career development.
Why Join This Firm?
- Long-Established Reputation: A well-respected firm with over 40 years of success in the industry.
- Employee Development: The firm invests in its employees with mentorship and clear career progression opportunities.
- Hertfordshire Location: Based in the beautiful St Albans area, with excellent transport links to London and a great quality of life.
- Work-Life Balance: Hybrid working allows flexibility to balance your personal and professional life.
If you are looking for a rewarding opportunity to progress your career as a Senior Paraplanner in a supportive and forward-thinking environment, we would love to hear from you.
To apply, please send your CV to Laura McKendry at Financial Divisions
