Established financial advisory business with exciting, significant growth plans over the next 5 years, providing great opportunities to develop within a top class working environment.
- Job Title/Location: Senior Paraplanner, Cheshire
- Salary: To c.£46,000
- Office/WFH: Up to 2 days per week WFH. First few weeks are office-based
- Requirements: In-depth paraplanning experience within an IFA/wealth management environment
- Role Snapshot: Dealing with the more complex, technically challenging cases and pro-actively helping to develop and manage the firms paraplanning team
The Company: An established financial advisory business that provides a modern approach to financial planning for HNW individuals as well as the employee benefits market.
The Role: As a Senior Paraplanner, you will case manage from the point of de-brief following client meetings. You will take on a good level of responsibility, including overseeing the complex cases, mentoring and developing the junior paraplanners, contributing to the strategic growth of the business. Key responsibilities include:
- Acting as the businesses main point of contact for all technical support
- Interpret data obtained by Advisers during client meetings
- Analyse data and use research tools to provide solutions to meet client needs and objectives
- Compile suitability reports, client illustrations and key features documents.
- Assist in the delivery of the investment proposition
- Propose and draft financial solutions for clients
- Ensure compliance with procedures and maintain up-to-date client files.
Skills / Experience Required: For this Senior Paraplanner role you must have in-depth paraplanning experience within an IFA/wealth management business and a strong level of investment and pension knowledge. You should also have already obtained the Level 4 Diploma. As a person, you should be keen for new experience, responsibility and accountability.
Additional Information: Salary for the Senior Paraplanner role is to c.£46,000 + professional study support, company pension, 4 x DIS benefits, 25 days annual leave in addition to bank holidays and free parking. The first few weeks will be office-based, with the option to eventually have 2 days WFH. Please apply below.
The Senior Paraplanner role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.