Senior Paraplanner

4 weeks ago

Loughton, United Kingdom Recruit UK | Certified B Corp™ Full time

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
  • 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


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Wealth Management firm based in Norwich on a Wealth Management admin role.


Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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