Job Title: Senior Paraplanner
Industry: Financial Planning
Location: Loughton
Salary: Up to £75,000 (negotiable dependent on experience)
Job Reference: 9320
Job Description:
Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.
As a Senior Paraplanner, you will play a key role in the firm, working closely with Financial Planners to deliver comprehensive and high-quality financial planning services. This role offers the opportunity to take on more responsibility, including technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
You will become the technical 'go to' within the office, working as a support to the Financial Planners and as a mentor to the less experienced Paraplanners
Duties will include but not limited to:
- Act as the main point of contact for all technical support.
- Interpret and analyse data from client meetings to provide tailored solutions.
- Prepare suitability reports, client illustrations, and key features documents.
- Ensure compliance with procedures and maintain up-to-date client files.
- Build and maintain relationships with product providers and keep the team informed of market developments.
- Support the delivery of the firm's investment proposition.
- Propose and draft financial solutions for clients
Benefits:
- Salary Up to £75,000
- Hybrid working from home
- Company pension
- Fully supported exams and progression
- Workplace Pension with 8.5% employer contribution
- Death in service
- 23 days holiday plus bank holidays. The office typically closes between Christmas and New Year.
Skills and experience required:
- 4 years + experience in a Paraplanning role
- Excellent understanding of Financial Planning
- Level 4 Diploma in Financial Planning
- Attention to detail
- Excellent written and verbal communication skills