Senior Paraplanner
Salary £60k DOE plus a discretionary annual bonus and excellent benefits.
Central London
Hybrid working, 3 days WFH & 2 days office, plus greater flexibility.
This is an exciting opportunity to join a leading financial management firm committed to delivering personalised financial planning and investment services. The Senior Paraplanner position is a newly created role that will report directly to the Financial Planning Director and provide support to a growing team. The ideal candidate will have experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and will be Chartered or actively working towards Chartered status.
Responsibilities as Senior Paraplanner:
* Create and deliver high-quality, compliant, and timely suitability reports to RFP and clients
* Attend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documents
* Respond to client queries where appropriate
* Support the Financial Planner in managing and delivering the ongoing client service strategy
* Prepare Annual Review documentation, including cashflow modelling where appropriate
* Proactively work with the Paraplanning Manager and team to deliver results
What you will need to succeed as Senior Paraplanner:
* Client-centric approach with excellent communication and organisational skills.
* Strong understanding of the advice process and ability to identify appropriate solutions for clients.
* Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.
* Excellent understanding of risk and governance frameworks and the regulatory environment
* Proficiency in MS Office Systems, report writing, and business systems (e.g., X plan/RID)
* CII Diploma in Regulated Financial Advice (Level 4) or equivalent (ideally Chartered or working towards)
* 3 to 4 years proven experience as a Paraplanner
* Must have strong technical paraplanning experience
* Experience of working with UHNW and HNW clints.
Benefits
* Competitive salary and benefits package
* Opportunities for professional development and career progression as a Financial Advisor.
* Supportive and collaborative work environment
* Flexible working arrangements
* Comprehensive health and wellness programs
Next steps/how to apply
If you are interested in this opportunity, please submit your CV outlining your suitability for the role. We look forward to hearing from you!