Senior Paraplanner

Senior Paraplanner Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Paraplanner.

Key Responsibilities include:

Research:
Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation:
Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service:
Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping:
Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance:
Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support:
Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team

Collaboration:

Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Knowledge &

Experience:

Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement.

This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well- regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working