Senior Financial Planning Specialist

1 month ago


Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time
Senior Paraplanner

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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