Senior Paraplanning Professional

3 weeks ago


Knutsford, Cheshire East, United Kingdom ARC Full time
Senior Paraplanner Opportunity

Established financial advisory business ARC is seeking a highly skilled Senior Paraplanner to join their team in Cheshire. This exciting role offers a great opportunity to develop within a top-class working environment and contribute to the company's significant growth plans over the next 5 years.

Key Responsibilities:
  • Case manage complex cases from de-brief following client meetings
  • Oversee the paraplanning team, mentoring and developing junior paraplanners
  • Contribute to the strategic growth of the business
  • Act as the main point of contact for technical support
  • Interpret data, analyse and provide solutions to meet client needs
  • Compile suitability reports, client illustrations and key features documents
  • Assist in delivering the investment proposition and proposing financial solutions
Requirements:
  • In-depth paraplanning experience within an IFA/wealth management environment
  • Strong level of investment and pension knowledge
  • Level 4 Diploma
  • Keen for new experience, responsibility and accountability
Benefits:
  • Salary to c.£46,000
  • Professional study support
  • Company pension
  • 4 x DIS benefits
  • 25 days annual leave
  • Free parking


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