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Senior Paraplanner
2 months ago
Job Summary
We are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a critical role in supporting our Advisers and their clients with a wide range of technical cases.
About the Role
This is a fully client-facing opportunity, where you will work closely with our Advisers to provide high-quality paraplanning support, including reporting, cash flow modelling, and recommendations. You will have the opportunity to work on a variety of complex cases and develop your skills and expertise in financial planning.
Key Responsibilities
- Provide paraplanning support to Advisers, including reporting, cash flow modelling, and recommendations
- Work closely with Advisers to understand client needs and develop tailored solutions
- Develop and maintain a deep understanding of financial planning concepts and technical cases
- Collaborate with the team to ensure high-quality service delivery and excellent client outcomes
Requirements
To be successful in this role, you will need:
- A minimum of 18-24 months of dedicated paraplanning experience
- CII Level 4 Qualification or equivalent
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer
We offer a competitive salary, hybrid working arrangement, and a comprehensive benefits package. You will also have the opportunity to work towards Chartered Status with full study support and a mentoring program.
