Senior Paraplanner

MCS Group are delighted to be working with a regional financial planning firm who are looking to recruit a Senior Paraplanner.
This individual will coordinate work within the planner's support team, ensure reports are prepared and issued in a timely manner, and ensure new business is effectively managed to completion.

**The Role**
- Managing work coordination and interfacing on senior planner's behalf with clients, colleagues and other third parties as required
- Ensure senior planner's pipeline is documented and up to date to enable accurate forecasting
- Travelling to client meetings to support with technical queries, take meeting notes, action points and cash flow modelling preparation and presentation
- Provide guidance to Executive Assistant in relation to timescales and required meetings
- Prepare and maintain client files and client reviews
- Build cash flow models
- Prepare recommendations and suitability reports
- Prepare for client reviews, dealing effectively with queries from clients and other parties

**The Person**
- Minimum 5 years' experience working within a financial planning company.
- Has achieved Diploma in Financial Planning or equivalent.
- Excellent understanding of the financial planning process.
- Experience using client cash-flow modelling software preferable.
- Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection.
- Excellent suitability report writing skills.

**The Return**
- 28 days holiday + bank holidays
- Birthday day off
- Income protection for up to 5 years
- Pirkx online discounts and cashback plus 24-hour access to a GP
- Access to the Radiant Academy
- Competitive bonus scheme
- To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided._
- All conversations will be treated in the strictest of confidence._