Senior/Technical Paraplanner - Up to £45,000 - Hybrid Working

Senior/Technical Paraplanner - Up to £45,000 - Hybrid Working

Are you an experienced and highly skilled Senior or Technical Paraplanner seeking a challenging and rewarding role within a leading wealth management firm? We're looking for a proactive and technically adept individual to join our team, providing crucial support on complex and high-net-worth (HNW) cases, while contributing to team development.

This is an excellent opportunity for someone with strong analytical skills and a proven track record in financial services paraplanning to make a significant impact.

The Role:

As a Senior/Technical Paraplanner, you will be instrumental in supporting high-net-worth (HNW) and complex client cases. Your responsibilities will include:

• Advanced Financial Analysis: Conducting detailed cash flow modelling, estate planning, pension analysis, and in-depth investment research.

• Complex Case Management: Working on intricate financial planning scenarios, including trusts, taxation, and inheritance planning.

• Technical Report Writing: Producing comprehensive and technically robust financial reports tailored to individual client needs.

• Compliance & Risk Management: Ensuring all financial planning recommendations strictly adhere to the latest regulatory requirements and industry best practices.

• Mentoring & Development: Providing guidance, support, and sharing technical expertise and best practices with other paraplanners.

• Liaison: Collaborating closely with financial advisers, clients, and external product providers to deliver optimal client solutions.

• Continuous Improvement: Staying up-to-date with industry changes, regulations, and financial products to enhance technical knowledge and ensure best-in-class service.

Skills & Experience:

To thrive in this role, you should possess:

• A minimum of 5 years' experience in a financial services paraplanning role.

• A Diploma in Financial Planning (or equivalent) is required; Chartered status (or working towards it) would be a significant advantage.

• A proven track record of supporting and developing team members, with evidence of team development and progression.

• A comprehensive understanding of the financial advice sales process, compliance frameworks, and the entire paraplanning process.

• Excellent practical understanding of Microsoft Office packages.

• Strong knowledge of pensions, investments, taxation, and estate planning, with the ability to handle complex cases.

• Exceptional analytical excellence, interpreting intricate financial data to provide clear, strategic recommendations.

• Meticulous precision and accuracy in research, report writing, and compliance documentation.

• Excellent communication skills, with the ability to explain complex financial concepts clearly and concisely.

• A proactive and solution-oriented approach, taking initiative to enhance financial planning processes.

• A strong commitment to continuous learning and professional development.

What's On Offer:

• Salary up to £45,000 per annum.

• Hybrid working model offering flexibility.

• Permanent position.

• Opportunities for career development and growth within a leading wealth management firm.

• A culture that values integrity, respect, wellbeing, excellence, and accountability.