Senior Paraplanner
Share
Job Location:
Monthly Salary:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Senior Paraplanner
Location: Blackpool (hybrid working available)
Salary:
Overview
An experienced Paraplanner is required to support Financial Planners in delivering high-quality holistic advice to clients. This role involves technical research report writing and contributing to positive client outcomes with a focus on more complex cases.
Key Responsibilities
- Conduct research across pensions investments protection and tax planning
- Prepare suitability reports and client documentation to a high standard
- Produce cashflow modelling and financial calculations
- Support Financial Planners in developing suitable client recommendations
- Ensure all work is compliant clear and client-focused
- Identify additional planning opportunities where appropriate
Team & Development
- Provide guidance and support to junior team members
- Share knowledge and contribute to a collaborative team environment
- Maintain and develop technical knowledge through ongoing learning
- Support improvements to processes and report templates
Skills & Experience
- Proven paraplanning experience within financial planning/wealth management
- Strong knowledge of financial planning products and advice areas
- Level 4 Diploma (or equivalent) required
- Progression towards Chartered status desirable
- Strong attention to detail organisation and communication skills
- Experience with cashflow modelling and back-office systems preferred
Additional Information
- No direct line management but mentoring of junior staff expected
- Opportunity to work on complex cases and develop technical expertise
