Senior Paraplanner

Paraplanner - Weybridge, South East England

Ref: 1696Wednesday 18 September 2024

Sorry, this advert is now closed. Click here to view our live vacancies.

Exciting Opportunity for Experienced Paraplanners!

Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning.

Salary for the paraplanning role is up to £55,000 with hybrid working 

About the Company

Our client is a top-tier financial services firm specialising in personalized financial planning solutions. They are committed to helping clients achieve their financial goals through tailored advice and support.

Role Overview

As a Paraplanner, you will support financial planners by analysing client needs, conducting research, and preparing compliant financial recommendations.

Key Responsibilities

  • Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
  • Analyse Client Needs: Review client information to understand profiles and objectives.
  • Conduct Research: Gather necessary documentation and perform relevant research.
  • Create Financial Plans: Develop accurate, compliant financial plans.
  • Ensure Compliance: Maintain proper documentation for compliance and suitability.
  • Cashflow Modelling: Prepare lifetime cashflow models.
  • Handle Client Queries: Address client inquiries as needed.
  • Team Collaboration: Work closely with financial planners and support staff.

Requirements

  • Strong communication skills
  • Team player with excellent interpersonal abilities
  • Organizational, analytical, and problem-solving skills
  • Attention to detail
  • Proficient in financial planning software and IT tools
  • Ethical standards and commitment to professional development

Qualifications

  • Knowledge of financial products, including pensions, investments, and tax planning
  • Understanding of UK financial regulations
  • Minimum two years of paraplanning experience
  • Level 4 Diploma in Financial Planning

Benefits

  • Competitive salary and benefits package
  • Ongoing professional development
  • Supportive work environment
  • Opportunity to make a significant impact
  • Hybrid working model (60/40)

If you are ready to advance your career in financial services, apply now to join our client's dedicated team of professionals and make a real difference!

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.