Senior Paraplanner

1 week ago

London, United Kingdom Freedom Recruitment Capital Full time

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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