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Senior Paraplanner

2 months ago

Stretford, United Kingdom Page Personnel Finance Full time

An exciting opportunity has arisen for a Senior Paraplanner to join a reputable financial services firm. The successful candidate will be responsible for providing efficient and effective support to the financial advisory team.

Client Details

This firm is a respected player in the financial services industry, having won numerous awards in all areas of financial planning. One of the best IFAs to work for in the UK, they have built up a reputation for service to clients, as well as culture and training & development opportunities.

Description

As Senior Paraplanner you will be responsible for:

  • Support the financial advisory team in the preparation and administration of financial plans and reports, offering a strong technical knowledge and assistance for clients
  • Preparing suitability letters
  • Preparing presentation packs for clients, ensuring all paperwork is compliant
  • Perform research to identify suitable financial solutions and areas for planning for clients
  • Providing technical support to advisers, client service team and other teams as and when required
  • Ensure all client information is recorded accurately and kept confidential.
  • Maintain up-to-date knowledge of financial products, industry changes and legislation.
  • Develop and maintain strong relationships with clients and colleagues.
  • Assist in the implementation of agreed financial plans.
  • Handle client queries and provide excellent customer service.

Profile

A successful Senior Paraplanner should have:

  • Level 4 qualification as a minimum, studying or achieved chartered status
  • Proven experience in a paraplanning role
  • Excellent communication and relationship building skills
  • Proactive and detailed approach
  • Strong report writing skills
  • Knowledge of Intelligent Office, FE Analytics, Selectapension, Cash Calc systems

Job Offer

As Senior Paraplanner, you will get:

  • A competitive salary based on experience and level of qualification
  • An inclusive and supportive company culture.
  • 25 days of holiday leave, plus birthday off
  • 35 hour week
  • Quarterly bonus scheme
  • Company pension scheme
  • Private medical and life assurance
  • Social events
  • Study support/career development
  • Home working available 2 days a week
  • Opportunities for career progression and professional development.

We strongly encourage talented individuals who believe they fit the profile to apply for this exciting opportunity in the financial services industry.