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:

• 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.
• Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products.
• 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.
• Commitment to continuous learning, with a proactive approach to developing and applying new skills.
• In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.

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 and contribute meaningfully to a supportive and collaborative environment