Senior Paraplanner About Crowe Crowe is a leading national firm offering audit, tax, advisory, and consulting services with global reach and local expertise. As an independent member of Crowe Global, one of the top 10 accounting networks worldwide, we have access to over 40,000 professionals across 140 countries and more than 800 offices globally. Our vision is to be a leader in our chosen markets, creating lasting value for our clients and our people and being a trusted partner in their success. We are dedicated to driving client success, empowering our people, embracing sustainability, delivering technological change and acting in the public interest. Job Purpose The role will be working as part of a productive, high performing team to provide full support to the consultants. The role will need to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. As part of the role, we would be looking for the colleague to act as a mentor to less experienced Paraplanners within the team to help with their development. We would also be open to this role providing the platform to move into a Consultant role in the future through a structured programme to make this transition. Key Responsibilities • To produce clear, high quality technical suitability reports in a timely manner. • To develop a good understanding of the client’s needs and requirements from review of the file and identify the key client objectives prior to commencing writing a report or letter. • Identify key Financial Planning issues before drafting a suitability report and discuss these with the Consultant to agree before any further action is taken. • Evaluate and analyse existing plan information. • To successfully interpret risk analysis and be able to comment on whether both existing plans and proposed advice is suitable for the client. • Demonstrate and apply technical knowledge within the suitability report, communicating the key issues clearly. • Tailor suitability reports to the client’s needs and requirements in every aspect whilst following the Crowe FPUK advisory and reporting standards. • To provide high quality technical, administrative and research support to the Consultant team. • Deliver clear and concise communication to the Consultant and Client Support teams as appropriate in terms of the report delivery and any issues identified. Senior Paraplanner – Job Description 3 • Undertake whole of market research as required, including investments, pensions and protection plans. • Attend, when requested, client meetings alongside the Consultant. • To be aware and act upon any compliance, risk and quality issues. • Maintain the iO database ensuring that all tasks are completed in line with the company policy and procedures with up to date accurate information together with the correct labelling of the client documents. • To keep up to date with current regulation and expand knowledge through own learning. Additional Responsibilities Expected at Senior Level • Assist the Head of Paraplanning with checking the quality of other Paraplanners reports • Check the technical calculations of other Paraplanners and Senior Paraplanners • Provide mentorship for Trainee Paraplanners • Provide support for complex cashflow • Provide support for complex calculations • Support the wider business with projects to improve efficiency and client delivery • Contribute ideas for the improvement of advice delivery • Take an active role in promoting Crowe FPUK: this includes, proactively sharing news about Crowe on linked in, contributing articles for our monthly client newsletter. • Being a role model for other paraplanners by keeping up CPD • Being a role model for other members of the team by taking an active part in the Crowe ED&I initiatives • Potential to join the Investment Committee • Potential to get involved with other business operations. • Take an active part in team meetings encouraging other team members to speak up • Take an active role at team days which may include presenting to the wider team • Present cashflow within client meetings when required Skills, Experience and Qualifications • Diploma qualified • Previous experience in an IFA environment • Previous experience writing suitability reports • Knowledge of research tools (Financial Express Analytics, Iress The Exchange) • Proficient IT skills in core Microsoft Office systems • Organisation and prioritisation skills • A good understanding of regulatory requirements • Excellent numerical, verbal and written communication skills with an eye for detail • Experience using Intelliflo Office (preferable) • Experience of cashflow modelling • A thorough knowledge of Pensions, Investments and Protection products • A high level of technical knowledge and the ability to perform technical calculations Desirable: • Chartered or working towards becoming chartered • A minimum of three years in a technical Paraplanner role • Experience mentoring Paraplanners • Excellent presentation skills Why choose Crowe? Whatever career you choose, whether in audit, tax, marketing or HR, we can offer you a rewarding and clear career pathway, designed to help you develop your existing talents as well as discovering new ones, positioning you to make a meaningful difference to our ever-growing and varied client base. At Crowe we foster a collaborative and inclusive culture, and we will encourage, support and guide you on an exciting professional journey of self-discovery. We value innovation and welcome those committed to making a difference for our clients, communities, and colleagues. With access to expert knowledge, continuous learning, competitive salaries, and flexible benefits, you will have the tools to build a rewarding career. We are committed to diversity in our teams, equal opportunity and merit-based progression. We promote a healthy working environment with flexible working approach alongside dedicated wellbeing support, helping our people to thrive both professionally and personally. Following changes to government policy in April 2024, we only accept applications from individuals with an existing, permanent, right to live and work in the UK. LI-TM1