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Senior paraplanner

Cheltenham
Permanent
Cy Executive Resourcing
Posted: 11h ago
Offer description

An established and highly organisation is seeking an experienced Senior Paraplanner to join its high-performing team. This is a key technical role providing full support to Consultants, delivering high-quality client outcomes with precision and professionalism. This opportunity also offers a structured pathway into a future Consultant role for those seeking progression. The Role You will: * Produce clear, compliant and technically robust suitability reports * Analyse client objectives, existing plans and risk profiles * Conduct whole-of-market research across pensions, investments and protection * Perform complex technical calculations and support cashflow modelling * Provide high-level technical support to Consultants * Ensure regulatory, compliance and quality standards are consistently met * Maintain accurate CRM records and documentation At senior level, you will also: * Quality check and support the development of other Paraplanners * Mentor Trainee Paraplanners * Assist with complex cases and technical calculations * Contribute to business improvement initiatives * Support client meetings where required, including presenting cashflow analysis About You * Diploma qualified (Level 4 minimum) * Experience within an IFA / Financial Planning environment * Strong suitability report writing experience * Excellent technical knowledge across pensions, investments and protection * Cashflow modellin...

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