Senior Financial Planning Specialist
1 month ago
About the Role
We are seeking an experienced Senior Paraplanner to join our team at JJ SEARCH LIMITED. As a Senior Paraplanner, you will play a key role in supporting our Wealth Planners in providing high-quality financial planning advice to our clients.
Key Responsibilities
- Produce accurate calculations and cash-flow modelling to support recommendations
- Prepare reports and letters for Wealth Planners, ensuring client needs are fully supported
- Draft reports and other forms of communication, ensuring clarity, fairness, and transparency
- Coordinate technical documents for client presentations
- Support and encourage team members to develop their knowledge and skills
Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Experience in all Financial Planning practices and disciplines, including Investments, Pensions, and Protection
- Proficient in Microsoft Office, including Word, Excel, and PowerPoint
- Experience with XPlan and Cashflow planning software (desirable)
What We Offer
We offer a competitive salary, a dynamic and supportive work environment, and opportunities for professional growth and development.
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