Senior Paraplanner
2 months ago
Senior Paraplanner
Location - London/ Hybrid/Remote
Salary -£60000
An award-winning Wealth Management firm is seeking a Senior Paraplanner to join their Team. With an amazing approach to how they work and a benefits package along as your arm, this is a role to be excited about.
As a Senior Paraplanner, you’ll construct the advice underpinning each financial plan with direction from the Relationship Manager. You’ll play a big role in delivering financial plans to new clients and co-ordinating an expert team including tax advisers and solicitors.
As part of a high-performing team of Paraplanners, you'll work alongside our Relationship Managers, Associate Advisers, and Tax Advisers to create financial plans and produce high-quality, accurate, and compliant reports.
Other day-to-day responsibilities include…
Complete an accurate and comprehensive analysis of the client's financial position
Provides a high level of technical support to Relationship Managers
Provides meeting support for complex annuals and new clients through to sign-up
Creates and delivers cashflow modeling at client meetings
Carrys out complex/technical calculations
Mentor and develop other members of the PP team
What's in it for you...
We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:
Salary £60,000
Private Medical Insurance
Critical Illness Insurance
Dental Insurance
Cycle to work Scheme
Mental Health Coaching
Pension from 4.5%-6%
Supported development to help you learn and progress
Open Holidays – unlimited paid annual leave to take what you need to feel well-rested
A truly flexible approach to hybrid working- work from anywhere anytime
Empowered and entrusted to do what you do best
Gym Membership
Car Salary Sacrifice Scheme
An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities
Alongside an array of benefits and perks all nicely packaged on our Perks platform
Qualifications:
As a Senior Paraplanner, you will love the technical aspect of financial planning. You will be proactive in taking on extra responsibilities and have an acute level of attention to detail. You will also…
Can break down complex problems into simple solutions
Proactive in taking on extra responsibilities
Hold Level 4 Diploma in Financial Planning
Proven experience in a paraplanning role
Holds Level 6 qualification – CII Chartered or CFP
To apply for this Role please send your CV and cover letter to (url removed)
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