Paraplanner

Senior Paraplanner

Are you a career paraplanner with a high level of technical knowledge and experience Do you love cash flow modelling and have a passion for financial planning If so we have the perfect opportunity for you!

Opportunity

As a senior paraplanner at Tanager Wealth Management you will be responsible for providing support to our financial advisers in delivering high-quality financial planning solutions to our clients. You will have the opportunity to work collaboratively to provide unique solutions on a variety of complex cases and impact our clients lives positively.

Our working environment is friendly and fun and you will join a supportive team of professionals where training and future development are prioritised to enable your success and develop a meaningful career.

About the Role

Attend client meetings with financial advisers

Conduct comprehensive research and analysis to meet client needs and objectives

Construct appropriate solutions for clients and make recommendations in conjunction with the adviser

Develop and maintain internal relationships

Contribute to the research and due diligence of new products and platforms

Cash modelling which can be complex and requires adaptability to take account of multi-jurisdiction tax and financial planning

Write fully compliant individually tailored in-depth client suitability reports wealth plans and financial plans

Prepare for annual review meetings

Maintaining accurate client records and digital client files

Keep up to date with FCA SEC and regulatory authorities

Dealing with client queries

Managing other paraplanning team members where needed

Proactively develop product and industry knowledge

Essential

At least 6 years of experience in a paraplanning / technical role

Level 4 diploma and working towards CII Level 6 Advanced Diploma or Chartered or equivalent

A career paraplanner with a high level of technical knowledge

Excellent communication and interpersonal skills

Strong organisational and time management skills

Ability to work independently and as part of a team

Willingness to learn and adapt to new technologies

Unrestricted rights to work in the UK

Desirable

Good Word and Excel skills

A confident and quick learner of new and multiple software tools

Experience mentoring junior colleagues

Ability to multi-task and have several cases and jobs on the go

Understanding of the UK regulatory framework ethics and principles of the advice process

Integrity and desire to adhere to ethical principles

Broader experience in other parts of a financial planning business

Comfortable working through multi-layered complex technical issues

Takes pride in delivering excellent service and looks for ways to enhance the client experience

Able to write technical reports written succinctly in plain English

Ideally some cross-border/international experience

Good at building relationships

Enjoys being part of a multi-cultural team

Comfortable working with clients who have busy lives and complex situations with empathy for their situation

Pays attention to accuracy numeracy detail

Can meet deadlines/work within restricted timescales

Flexible and reliable team member

A collaborative and inclusive approach to work

Salary & Benefits

Basic salary: to 60000 dependent on experience.

Bonus individual performance-related as well as revenue-linked

Access to Perkbox

Income Protection

Private Medical Insurance

Workplace pension (5% contribution plus 5% employer match)

Support for exams

Industry body membership

Salary sacrifice tech scheme

Salary sacrifice cycle to work scheme

Free access to onsite gym and swimming pool

1 Community Day per year

Regular team and companywide socials

Additional Information

We offer hybrid working with a minimum of 3 days in the office; however the nature of the role training and colleague liaison requires easy access to the office.

Tailored training programme through to chartered financial planner status

About Us

Tanager Wealth Management LLP is a fast-growing wealth management business providing financial planning and investment management services to Anglo-American households in the UK and the USA.

We specialise in helping transatlantic families and US-connected people with diverse financial planning investment management and tax needs.

We are regulated by the US SEC and the UK FCA and all our advisors are both US and UK-qualified with knowledge of US and UK pensions tax-efficient investments trusts education and retirement planning.

We are growing organically due to our client service harnessing technology and establishing an evidence-based investment management process supported by our financial planning client service teams and professional connections.

We are an equal opportunities employer. Please view our website for more information about our company and philosophy.

Keywords: Paraplanner Technical Analyst Assistant Financial Planner Financial Planning Financial Advice Wealth Management Financial Planning Analyst

NO AGENCIES: Please do not contact us if you are a recruiter.

We are using Recruitment Rebellion to run the advert and manage this recruitment campaign.

Unsolicited CVs and approaches will be forwarded to Recruitment Rebellion.

Applicants please apply through the advert or link provided or your application may be missed.

Recruitment Rebellion adverts generally run for 30 days and we encourage applications during this period; however recruitment is a fluid process with interviews starting anytime and adverts ending early if a suitable applicant is found.

Only shortlisted candidates will be contacted.

Our application process is designed to be fair straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments please let us know.

Please be aware that our clients rely on us to ensure the applicants we send are suitable for them so you are more likely to get a positive response if you follow these tips:

Check that you meet the criteria for the role

Apply with a CV that is clear concise and correct

Tailor your CV to highlight your experience and relevant achievements to the position