Senior Paraplanner

A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis.

In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development.

You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis, preparing suitability letters and writing client reports.

Location: On the outskirts of Cardiff. Due to location, you will need to be a driver.

Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!)

What you'll be doing:

• Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners, acting as point of contact regarding all paraplanning queries.
• Preparation of all client cashflows ready for monthly and annual meetings.
• Analysing and interpreting data; using research tools to provide solutions to meet client needs and objectives; providing specific client portfolio reporting.
• Provide appendices, illustrations, applications and key features documentation for suitability letters and reports.
• Implementing agreed actions from Authority to Proceed notifications.
• Monitor Negative Cash positions on a monthly basis and recommend appropriate solutions.
• Complete annual ISA reporting; ensuring clients utilise the annual ISA allowances.
• Participate and contribute to the investment committee meetings, and attend regular meetings with the Leadership Team.

What we're looking for:

• Strong experience working within a financial planning environment.
• Experience of supporting and developing a team.
• Ability to work efficiently under own initiative with excellent attention to detail.
• GCSEs Grades (A-C/1-3) in Mathematics and English.
• Diploma in Financial Planning or equivalent, or prepared to study to level 6.
• Strong IT skills including Microsoft Office, Excel and financial software.
• Excellent telephone manner with a strong focus on customer service.

Salary & Benefits:

Salary will be circa 50k depending on experience.

A fantastic benefits package including -

• 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.