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Senior Paraplanner
2 months ago
Senior Paraplanner (Client-Focused/Project-Oriented)
Location: Flexible/Hybrid
Compensation: Up to £65,000 plus Bonus and Benefits
Opportunity Overview
Our client, a prestigious and award-winning multi-disciplinary financial advisory firm, is situated in a prime location and is committed to delivering exceptional service through efficient compliance, innovative technology, and access to global expertise.
They are currently in search of a highly skilled and technically proficient Paraplanner to collaborate closely with their Advisors and occasionally engage with Clients. This role involves providing centralized support, producing timely and precise recommendations, and conducting regular Client review assessments. A client-centric approach is essential to their operations.
Key Responsibilities
As a Senior Paraplanner, your responsibilities will encompass (but are not limited to):
- Building a strong partnership with Advisors, delivering exceptional Paraplanning services and tailored Client support to meet business objectives.
- Assisting Advisors during Client meetings, whether virtual or in-person, by providing timely meeting documentation and generating high-quality suitability reports, along with offering specialized advice across Investments, protection, and pensions, including pension transfers and complex tax planning.
- Collaborating with the broader Paraplanning and Client Account Management teams to manage a structured yet flexible workflow that meets the dynamic needs of the practice.
- Ensuring compliance and competence throughout all stages of research and report preparation.
- Working alongside the Paraplanning Manager and Advisors to provide optimal solutions tailored to Client needs.
- Engaging in continuous professional development to address knowledge gaps and collaborating with team members to enhance skill sets.
- Supporting the Paraplanning Manager in communicating insights, regulatory updates, product information, and tax changes to the team during monthly meetings.
- Offering technical expertise and a willingness to share knowledge with the team.
Candidate Profile
The ideal candidate will possess:
- A minimum of 5 years' experience in technical paraplanning within a traditional financial advisory setting.
- Chartered Status via the CII is essential.
- Proficiency in Adobe, Word, Excel, and Outlook, along with other system-specific knowledge to create necessary documentation, templates, and reports in accordance with guidelines.
- Experience and comfort in participating in client-facing meetings alongside Advisors.
- Exceptional communication skills, both verbal and written.
Conclusion
This is an excellent opportunity for a talented and professional Chartered Paraplanner to join a distinguished practice and contribute significantly to the client offering. You will play a crucial role in a boutique firm where client satisfaction is paramount, utilizing your complex planning skills while also engaging in projects, training, and skill enhancement, providing a remarkable chance to further develop your expertise.
