Senior Paraplanner
Are you a career paraplanner with a high level of technical knowledge and experience? Do you love cash flow modelling and have a passion for financial planning? If so, we have the perfect opportunity for you!
Opportunity
As a senior paraplanner at Tanager Wealth Management, you will be responsible for providing support to our financial advisers in delivering high-quality financial planning solutions to our clients. You will have the opportunity to work collaboratively to provide unique solutions on a variety of complex cases and impact our clients' lives positively.
Our working environment is friendly and fun, and you will join a supportive team of professionals where training and future development are prioritised to enable your success and develop a meaningful career.
About the Role
Attend client meetings with financial advisers
Conduct comprehensive research and analysis to meet client needs and objectives
Construct appropriate solutions for clients and make recommendations in conjunction with the adviser
Develop and maintain internal relationships
Contribute to the research and due diligence of new products and platforms
Cash modelling, which can be complex and requires adaptability to take account of multi-jurisdiction tax and financial planning
Write fully compliant, individually tailored, in-depth client suitability reports, wealth plans and financial plans
Prepare for annual review meetings
Maintaining accurate client records and digital client files
Keep up to date with FCA, SEC and regulatory authorities
Dealing with client queries
Managing other paraplanning team members where needed
Proactively develop product and industry knowledge
Essential
At least 6 years of experience in a paraplanning / technical role
Level 4 diploma and working towards CII Level 6 Advanced Diploma or Chartered or equivalent
A career paraplanner with a high level of technical knowledge
Excellent communication and interpersonal skills
Strong organisational and time management skills
Ability to work independently and as part of a team
Willingness to learn and adapt to new technologies
Unrestricted rights to work in the UK
Desirable
Good Word and Excel skills
A confident and quick learner of new and multiple software tools
Experience mentoring junior colleagues
Ability to multi-task and have several cases and jobs on the go
Understanding of the UK regulatory framework, ethics and principles of the advice process
Integrity and desire to adhere to ethical principles
Broader experience in other parts of a financial planning business
Comfortable working through multi-layered complex technical issues
Takes pride in delivering excellent service and looks for ways to enhance the client experience
Able to write technical reports written succinctly in plain English
Ideally, some cross-border/international experience
Good at building relationships
Enjoys being part of a multi-cultural team
Comfortable working with clients who have busy lives and complex situations with empathy for their situation
Pays attention to accuracy, numeracy, detail
Can meet deadlines/work within restricted timescales
Flexible and reliable team member
A collaborative and inclusive approach to work
Salary & Benefits
Basic salary: to £60,000, dependent on experience.
Bonus – individual performance-related as well as revenue-linked
Access to Perkbox
Income Protection
Private Medical Insurance
Workplace pension (5% contribution plus 5% employer match)
Support for exams
Industry body membership
Salary sacrifice tech scheme
Salary sacrifice cycle to work scheme
Free access to onsite gym and swimming pool
1 Community Day per year
Regular team and companywide socials
Additional Information
We offer hybrid working with a minimum of 3 days in the office; however, the nature of the role, training and colleague liaison requires easy access to the office.
Tailored training programme through to chartered financial planner status
About Us
Tanager Wealth Management LLP is a fast-growing wealth management business providing financial planning and investment management services to Anglo-American households in the UK and the USA.
We specialise in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.
We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.
We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.
We are an equal opportunities employer. Please view our website for more information about our company and philosophy.
Keywords: Paraplanner, Technical Analyst, Assistant Financial Planner, Financial Planning, Financial Advice, Wealth Management, Financial Planning Analyst
NO AGENCIES: Please do not contact us if you are a recruiter.
We are using Recruitment Rebellion to run the advert and manage this recruitment campaign.
Unsolicited CVs and approaches will be forwarded to Recruitment Rebellion.
Applicants, please apply through the advert or link provided, or your application may be missed.
Recruitment Rebellion adverts generally run for 30 days, and we encourage applications during this period; however, recruitment is a fluid process, with interviews starting anytime and adverts ending early if a suitable applicant is found.
Only shortlisted candidates will be contacted.
Our application process is designed to be fair, straightforward and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Please be aware that our clients rely on us to ensure the applicants we send are suitable for them, so you are more likely to get a positive response if you follow these tips:
Check that you meet the criteria for the role
Apply with a CV that is clear, concise and correct
Tailor your CV to highlight your experience and relevant achievements to the position