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Senior Financial Planner

2 months ago

Manchester, United Kingdom Stratton Wealth Management Full time
About the Role

We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Stratton Wealth Management. As a Senior Paraplanner, you will play a critical role in providing high-quality financial planning services to our clients.

Key Responsibilities
  • Financial Analysis: Conduct thorough financial analysis to identify clients' needs and objectives.
  • Report Writing: Prepare well-structured and concisely written suitability reports to present to clients.
  • Client Communication: Build strong relationships with clients, providing them with expert advice and guidance on their financial matters.
  • Team Collaboration: Work closely with our administration team, advisers, and key stakeholders to deliver exceptional client service.
  • Product Knowledge: Stay up-to-date with the latest financial products and services, ensuring you can provide clients with informed advice.
  • Regulatory Compliance: Ensure all client work is compliant with relevant regulations and laws.
Requirements
  • Experience: A minimum of four years' experience in a similar role.
  • Qualifications: A CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification.
  • Skills: Strong analytical skills, excellent communication skills, and the ability to work well under pressure.
  • Personal Qualities: A high level of accuracy, strong attention to detail, and a commitment to delivering exceptional client service.
What We Offer
  • Competitive Salary: A competitive annual salary.
  • Holiday Entitlement: 33 days' holiday, including bank holidays.
  • Pension Contributions: Employer pension contributions of 3%.
  • Exam Support: Support with professional exams and qualifications.