Job Description
Recruit UK are supporting a well-established Wealth Management firm based in Dorset, with a growing presence across the UK. The business provides tailored financial advice to a broad client base, supported by experienced teams across advice, paraplanning, compliance and operations.
The firm has built a reputation for delivering high-quality financial planning and they’re now focusing on improving processes and scaling their advice offering.
The Opportunity
This is a Senior Paraplanner position within a forward-thinking advisory firm, offering exposure to a wide range of client cases. You’ll work closely with Financial Advisers across the full advice process, playing a key role in delivering detailed and compliant recommendations. You’ll gain exposure to more complex cases, adding further variety to the role.
Key Responsibilities
* Undertake detailed research across pensions, investments, protection, tax and estate planning
* Analyse client circumstances, objectives and existing arrangements
* Prepare detailed suitability reports and recommendation letters
* Support Financial Advisers through the full advice process
* Use cashflow modelling tools to support client outcomes and recommendations
* Liaise with providers to obtain quotations, projections and technical information
* Ensure all work meets FCA standards and internal compliance requirements
* Prepare client meeting packs and technical documentation
* Contribute to improving internal processes and technical standards
Skills & Experience Required
* Minimum 3 years’ experience in a Paraplanning role within a Financial Advice firm
* Level 4 Diploma qualified or working towards this
* Technical knowledge across pensions, investments and protection
* Good IT skills, including Excel, Word and PowerPoint
* Experience with research tools such as FE Analytics (desirable)
* Exposure to cashflow modelling software such as Voyant or CashCalc (desirable)
The Offer
* Salary up to £60,000 (DOE)
* Hybrid working (3 days in the office, 2 from home)
* Study support towards Chartered status
* Excellent progression pathways (Technical Specialist, Adviser or leadership)
* Exposure to complex client cases
* Opportunity to join a growing and evolving business
This is a chance to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed.
Get in touch today to find out more!