Senior Paraplanner

Are you an experienced Paraplanner keen to be part of a highly successful and well-established Wealth Management company with exciting growth plans over the next 5 years? If so, this could be the perfect role for you Our client is looking to expand itshighly valued Paraplanning team to support its team of client facing advisers based in Knutsford. As Senior Paraplanner, you must be able to analyse information and conduct appropriate research to produce articulate and personalised suitability reports. Thismust be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness. As a senior employee, you will be expectedto take a proactive and responsible approach to helping develop and manage junior members of the firm's paraplanning team. A competitive salary and benefits package, along with a friendly and professional working environment is on offer for the successfulSenior Paraplanner.

**Role**:
As Senior Paraplanner, you will be responsible for analysing data and using research tools to provide solutions to meet client needs and objectives. You will be expected to take a proactive and responsible approach to helping develop and manage junior membersof the firm's paraplanning team

**Responsibilities**:

- Receiving instructions during debriefings from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken.
- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
- Carrying out all tasks in a manner consistent with compliance procedures.
- Assist in the delivery of our investment proposition.
- Ensuring all client files are compliant on an ongoing basis.
- Carrying out research and analysing products and services that is appropriate to each client's financial circumstances.
- Proposing and drafting financial solutions that meet each client's goals, needs and objectives.

**Required skills**:

- Clear understanding of the financial planning process.
- The ability to produce professional and technical reports, to support the advice process.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise own work load, and the work load of the Paraplanning team.
- Ability to multi task and prioritise effectively.
- Good level of technical knowledge of investments and pensions advice.
- Proficient in using MS Word, Excel, Outlook, and Intelligent office.
- Self-driven, results-oriented with a positive outlook.
- A natural forward planner who critically assesses own performance.
- Good understanding of compliance issues.
- Reliable, tolerant, and determined.
- Keen for new experience, responsibility, and accountability.
- Able to get on with others and be a team-player.

**Qualifications**:

- Minimum of Level 4 Diploma qualified in financial planning
- Ideally working towards advanced exams

**What we offer you**:

- £35,000 - £45,000 salary, based on experience and qualifications.
- 25 days holiday
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Flexible working hours
- Business Park location including Free Parking
- Financial support to encourage study for further advancement within the business