Senior Paraplanner

4 weeks ago

Guildford, United Kingdom The FISER Group Full time

We have a fantastic opportunity for a Senior Paraplanner to join a leading Wealth Management firm. This is an exciting opportunity to join an established company at its growth stage, with future career progression opportunities offered.


Your primary role is to provide a full professional and technical support function to Wealth Planners, alongside supporting a team of 6 Paraplanners.


Key responsibilities will include:


  • Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner
  • Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
  • Prepare suitability reports and letters for the Wealth Planners
  • Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
  • Draft and co-ordinate technical documents and research for client presentation.
  • Act as a reference point for team concerns/queries, escalating to the Paraplanning Team Leader where appropriate.
  • Assist with training of new team members, providing extra support and oversight for those new in role.
  • Support, motivate and coach team in a collaborative way. Share knowledge to the benefit of the team and/or wider business.


Any applicants for this role will need to be Level 4 Diploma qualified in Regulated Financial Planning.


If you think you have the skills required and would like to apply, please submit your CV or contact Charlotte Groom at BRUIN Financial.

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