*Job Title:*
Senior Paraplanner
Salary:
£45,000 to £55,000 per annum (dependent on qualifications and experience)
Benefits:
Excellent benefits package
Key Duties And Responsibilities
* Oversee the day-to-day activities of the paraplanning team, ensuring workflow is managed effectively and the quality of output remains high
* Provide mentoring, training, and ongoing support to paraplanners and administrative staff
* Conduct research and analysis to support financial planners in delivering tailored advice aligned with client goals
* Draft detailed financial plans and suitability reports in line with compliance standards
* Compile and organize supporting documentation to substantiate advice and recommendations, including provider and product justification
* Support financial planners during client meetings, including note-taking and managing post-meeting actions
* Take ownership of personal tasks and workflows, ensuring timely and accurate completion
* Identify and implement process improvements to enhance paraplanning systems, procedures, and team efficiency