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Senior Paraplanner

2 weeks ago

Edinburgh EH BB, United Kingdom The Progeny Group Limited Full time

The opportunity

As a Senior Paraplanner, you will play an integral role in the delivery of an outstanding client experience as part of our high-value proposition. You will work in close collaboration with Financial Planners to manage clients with significant portfolios.

As a subject matter expert in the Paraplanning Centre of Excellence, you will take on highly technical responsibilities and apply your advanced knowledge of specialist products. You will produce high-quality suitability letters and reports, propose and implement recommendations in collaboration with Financial Planners, ensuring plans are aligned with client aspirations.

With a client-focused mindset, you will embrace opportunities to support client meetings, developing excellent rapport during your face-to-face interactions and, ultimately, enhancing client experience through both application of your advanced knowledge and your excellent people skills.

We are seeking a candidate with Paraplanning experience (5+ years is ideal, however, we are open to considering less) and the Diploma in Financial Planning. This opportunity is ideal for an established Paraplanner who is looking to develop their career, can work independently, thrives in a fast-paced environment and can manage multiple priorities effectively.

This role offers a great opportunity and scope to -

  • Become a technical expert in a particular specialism, have regular development conversations and receive career coaching to support your professional goals.
  • Work towards an Advanced Diploma in Financial Planning or Chartered Status
  • Explore career paths and growth opportunities available within the Paraplanning Centre of Excellence or by becoming a Financial Planner.

Location

This role will be based in our Edinburgh office. We operate a hybrid working enabling home and office working, allowing you to balance your personal responsibilities/interests and connect with your colleagues.

What you will be doing

As a Senior Paraplanner, you will complete all paraplanning tasks together with responsibility for -

  • Research and analysis: conducting in-depth research and analysis to identify suitable solutions, performing and presenting cashflow modelling scenarios to clients.
  • Technical work: completing all paraplanning technical work and applying advanced knowledge and technical application to clients' individual circumstances. Including but not limited to (insert here).
  • Managing documentation: preparing client files for review meetings and maintaining them compliantly throughout the client advice journey.
  • Compliance and regulation: understanding (at an advanced level) and application of company policies and procedures. Working to the highest integrity and following the principles and rules of the FCA.
  • Supporting the team:sharing expertise and best practice with others, assisting with team training, checking the work of Paraplanners and Associate Paraplanners and deputising for the Paraplanning Manager where required.
  • Development of technical knowledge: dedicating time to meet continuous professional development requirements and maintaining your product and technical knowledge.

About you

To thrive and be successful in the role you will be/need-

Financial Services experience - Demonstrate advanced application of technical knowledge and skills, showcasing an ability to undertake highly technical, analytical and precise work to a consistently high standard

Methodical and organised – Ability to work autonomously and manage your own workload effectively to produce thorough work that meets the needs of our clients and colleagues.

Responsive and adaptable to change – Have an ability to recognise change early, stay proactive, positive and take appropriate action whilst remaining adaptable and adjusting your approach where needed.

Excellent writing skills – Skilled in compiling suitability reports and other documentation, producing clear, accurate and concise written work, tailored to a range of readers from clients to internal stakeholders.

Exemplary communication and relationship-building skills– A collaborative approach to working with Financial Planners and other colleagues with a drive to invest time in long-term, trusting relationships.

Passion for sharing knowledge – Driven to share your expertise and problem solve with others, share best practices and coach your colleagues to support their development.

For further responsibilities and requirements, please see the full role profile.

Benefits

  • 30 days holiday plus public holidays
  • 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
  • Private medical insurance, 24/7 digital GP and health advice
  • Employee assistance programme providing support for your mental and physical health
  • Group pension scheme
  • Life assurance scheme
  • Eyecare vouchers
  • Enhanced family leave
  • Referral scheme

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.