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Senior Financial Paraplanner

2 months ago

Redcar, Redcar and Cleveland, United Kingdom TFAS Wealth Full time
Job Overview

At TFAS Wealth, we are committed to delivering exceptional financial services to our clients. As a Senior Financial Paraplanner, you will play a crucial role in supporting our team in providing high-quality financial advice and solutions.

Key Responsibilities:

  • Conduct thorough research and analysis to create high-quality suitability reports in a timely manner.
  • Maintain performance standards in accordance with Key Performance Indicators.
  • Provide mentorship and training to the Paraplanning Team, contributing to their skill and knowledge development.
  • Ensure strict adherence to regulatory requirements and standards.

Requirements:

  • Minimum 3 years of experience in paraplanning, with a focus on supporting pensions accumulation and decumulation advice.
  • Strong understanding of financial products, regulations, and market dynamics.
  • Background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.
  • Experience in technical training of a paraplanning team and creating efficiencies using systems and processes.
  • Commercial awareness.

Qualifications:

  • Essential: Level 4 Diploma in Financial Planning.
  • Desirable: Level 6 Diploma in Financial Planning.