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Are you an experienced Chartered (or working towards) Paraplanner looking to take the next step in your career? We are seeking a highly skilled and detail-oriented Senior Paraplanner to join a dynamic team and provide support at Partner level.
About Company
Well-established forward-thinking financial planning firm dedicated to delivering tailored financial solutions. Strong commitment to excellence has earned them a reputation for providing clients with expert advice that truly makes a difference.
The Role
As a Senior Paraplanner, you will play a crucial role in supporting a Partner/Co=founder of the business by preparing detailed financial reports, conducting research, and ensuring compliance with industry regulations. You will have the opportunity to work closely with clients, helping them make informed financial decisions that align with their long-term goals.
Key Responsibilities
? Conduct in-depth financial research and analysis? Prepare high-quality suitability reports and recommendations? Support financial advisers in delivering exceptional client service? Ensure compliance with FCA regulations and company policies? Contribute to the development of financial strategies
About You
?? A diploma-qualified (or working towards Chartered) professional?? Strong knowledge of financial products, pensions, and investments?? Excellent attention to detail and analytical skills?? Ability to communicate complex financial concepts clearly?? A proactive and team-oriented approach
Why Join Us?
? Competitive salary and benefits package? Career progression opportunities within a growing firm? Supportive and collaborative team culture? Continuous learning and development
If you’re passionate about financial planning and want to contribute your expertise in a Senior Paraplanner role, we’d love to hear from you!
??Apply today - Contact is Ursula Sloan at Financial Divisions
