Location
Leeds
Salary Competitive TypePermanent WorkplaceOn-Site Ref88826
Recruiter Managing This Role
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:
1. Oversee the day-to-day activities of the paraplanning team, ensuring workflow is managed effectively and the quality of output remains high
2. Provide mentoring, training, and ongoing support to paraplanners and administrative staff
3. Conduct research and analysis to support financial planners in delivering tailored advice aligned with client goals
4. Draft detailed financial plans and suitability reports in line with compliance standards
5. Compile and organize supporting documentation to substantiate advice and recommendations, including provider and product justification
6. Support financial planners during client meetings, including note-taking and managing post-meeting actions
7. Take ownership of personal tasks and workflows, ensuring timely and accurate completion
8. Identify and implement process improvements to enhance paraplanning systems, procedures, and team efficiency