Senior Paraplanner

Job

91009

Basingstoke

£35,000 - £50,000 Per Annum

Permanent

• Location:
  
  Basingstoke , Greater London
• Type:
  Permanent
• Job #91009
• Salary: £35,000 - £50,000 Per Annum

As a Senior Paraplanner, you will provide high-quality technical and administrative support to Financial Advisers, managing complex cases and ensuring recommendations are thoroughly researched, technically accurate and compliant.

• Preparing detailed and compliant suitability reports.
• Supporting advisers with complex financial planning cases.
• Undertaking research across pensions, investments, retirement planning, protection and tax planning.
• Carrying out pension and investment calculations.
• Preparing client meeting documentation and review packs.
  
  Supporting new business and implementation of advice.
• Conducting product, fund and platform research.
• Liaising with advisers, clients and providers where required.
• Ensuring all work meets regulatory and internal compliance requirements.
• Managing your own caseload and prioritising competing deadlines.
• Supporting junior members of the paraplanning team where required.

The successful candidate will have strong technical Paraplanning experience and a solid understanding of holistic financial planning.

• Several years’ experience within a Paraplanning role.
• Strong knowledge of pensions, investments and retirement planning.
• Excellent suitability report writing skills.
• Strong attention to detail and a high level of accuracy.
• Good knowledge of FCA regulations and compliance requirements.
• Excellent communication and organisational skills.
• The ability to manage multiple cases and deadlines independently.
• Relevant financial planning qualifications, ideally Diploma qualified or working towards Chartered status.