Job Type: Full-time, Permanent
Are you an experienced Paraplanner looking for your next career move? Do you have strong technical knowledge and enjoy supporting financial advisers with complex financial planning cases?
An established financial planning business is looking for a Senior Paraplanner to join its growing team, providing high-quality technical support and helping deliver tailored financial planning solutions to clients.
This is an excellent opportunity for an experienced paraplanner to take ownership of complex cases, contribute to the development of junior colleagues and play a key role in delivering excellent client outcomes.
The Role
Working closely with financial advisers and senior management, you will provide comprehensive technical and analytical support across a broad range of financial planning areas.
Key responsibilities include:
- Researching pensions, investments, protection, tax planning and estate planning solutions.
- Preparing detailed suitability reports, financial planning recommendations and supporting documentation.
- Analysing client fact-finds, existing portfolios and financial objectives to develop appropriate strategies.
- Producing cash flow models, financial projections and scenario analysis to support recommendations.
- Providing technical input to advisers on complex cases and assisting with client meeting preparation.
- Keeping up to date with FCA regulations, legislation and developments affecting financial planning.
- Mentoring and supporting junior paraplanners, sharing technical knowledge and reviewing report writing.
- Maintaining accurate client records and ensuring documentation meets regulatory and internal compliance requirements.
- Identifying opportunities to improve systems, processes and the overall client experience.
About You
To be successful in this role, you will ideally have:
- At least five years' experience in paraplanning or a technical financial planning role.
- A recognised financial planning qualification, such as the CII Diploma in Financial Planning, CISI qualification or equivalent.
- Chartered status or a commitment to further professional development would be advantageous.
- Strong technical knowledge across pensions, investments, taxation, protection and estate planning.
- Experience preparing suitability reports and supporting complex financial planning cases.
- Excellent analytical, research and report-writing skills.
- Experience mentoring or supporting junior colleagues.
- A good understanding of FCA regulations, Consumer Duty and data protection requirements.
- Strong organisational skills and the ability to manage competing priorities effectively.
What's on Offer?
- Salary up to £60,000, depending on experience.
- Hybrid working arrangements.
- Offices located near St Albans, Hertfordshire.
- Full-time, permanent position.
- Exposure to complex financial planning cases.
- Opportunities for professional development and career progression.
- The opportunity to contribute to a collaborative financial planning team.
Interested?
If you're an experienced Paraplanner ready to take the next step in your career, we'd love to hear from you.
-To apply or find out more, please contact Sam at Financial Divisions for a confidential discussion.