Senior Paraplanning Specialist

1 week ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

As a Senior Paraplanning Specialist, you will play a pivotal role in providing comprehensive support to our experienced Senior Financial Advisors. This exciting opportunity involves preparing and maintaining accurate client files, including thorough reviews and analysis.

You will also develop and manage complex cash flow models to identify tailored financial planning solutions. Conduct in-depth research to recommend suitable financial planning strategies and prepare comprehensive suitability reports.

A key aspect of this role is overseeing the implementation of recommended plans, ensuring all necessary compliance is met, and application forms are completed accurately. You will collaborate with clients' legal and tax advisors to ensure seamless communication and effective solution delivery.

We offer a comprehensive benefits package, including up to £42,000 per annum salary, pension, life assurance, group income protection, health cash plans, and salary exchanges. Regular initiatives promote mental and physical wellbeing.

The ideal candidate will have a proven track record as a Paraplanner, with excellent knowledge of financial planning principles and practices. Exceptional writing skills are required for creating compelling and informative suitability reports. Experience with cash flow modelling software would be highly desirable.



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