Experienced Financial Planning Professional

1 month ago


Loughton, Shropshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Senior Paraplanner Opportunity

We are seeking an experienced and skilled Senior Paraplanner to join our team at Recruit UK | Certified B Corp™.

Salary: Up to £75,000 (dependent on experience)

About the Role

This is a fantastic opportunity for a Senior Paraplanner to take on a key role in a thriving Financial Planning firm based in Essex. As a member of our team, you will be working closely with Financial Planners to deliver high-quality financial planning services.

You will be responsible for providing advanced support, including technical research, cash flow modelling, report writing, and producing recommendations tailored to clients' needs and personal goals.

The successful candidate will become a trusted resource within the office, supporting Financial Planners and mentoring less experienced Paraplanners.

  • Main point of contact for all technical support
  • Interpret and analyse data from client meetings to provide tailored solutions
  • Prepare suitability reports, client illustrations, and key features documents
  • Ensure compliance with procedures and maintain up-to-date client files
  • Build and maintain relationships with product providers and keep the team informed of market developments
  • Support the delivery of the firm's investment proposition
  • Propose and draft financial solutions for clients
Requirements

To be successful in this role, you will need:

  • 4+ years of experience in a Paraplanning role
  • An excellent understanding of Financial Planning principles
  • A Level 4 Diploma in Financial Planning or equivalent
  • Excellent written and verbal communication skills
Benefits

In addition to a competitive salary, you will also enjoy:

  • Holiday entitlement and flexible working arrangements
  • Fully supported exams and progression opportunities
  • A workplace pension with employer contribution
  • Death in service benefit and other employee benefits


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