Paraplanning Team Lead

1 week ago


Bournemouth, Bournemouth, United Kingdom CleverHR Full time

About CleverHR

At CleverHR, we pride ourselves on delivering exceptional services to our clients. We are now seeking an experienced Financial Paraplanner to join our team and contribute to our mission.

Job Overview:

The successful candidate will be responsible for producing high-quality reports and cash flow models for our clients. They will also assist in training other members of the team and participate in project work to improve systems and processes.

Key Requirements:

  • Strong technical knowledge of financial products and regulatory requirements.
  • Proven experience in a paraplanning role with a minimum of 3 years' experience.
  • Excellent communication and interpersonal skills.
  • Proficiency in using industry software such as FE Analytics, Voyant, and Curo.

Compensation and Benefits:

  • A competitive salary range of £35,000 - £45,000 depending on experience.
  • A comprehensive benefits package including lifetime assurance, income protection, and a pension scheme.


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