Senior Paraplanner

Senior Paraplanner

• Location: Cambridge
• Job Type: Full-time
• Office based for probationary period then 2 days home working option

Are you ready to elevate your career in wealth management? We are looking for a Senior Paraplanner to join our Wealth Planning team. This pivotal role supports Wealth Planners by conducting high-quality research and preparing detailed financial plans across a range of services including pensions, life insurance, tax planning, and investment management. As a Senior Paraplanner, you will not only support complex client cases but also mentor and guide less experienced paraplanners, driving process improvements and ensuring compliance with regulatory standards.

Day-to-Day of the Role:

• Conduct in-depth research and financial analysis to assist Wealth Planners in delivering tailored financial solutions that meet clients' needs and objectives.
• Prepare comprehensive suitability reports and documentation, ensuring clarity, accuracy, and compliance with all regulatory requirements.
• Act as a mentor and coach to junior paraplanners, providing training and support to enhance team capabilities and performance.
• Lead by example in maintaining high standards of professionalism and integrity in all client interactions and within the team.
• Proactively identify opportunities for process enhancement and lead initiatives to implement these improvements effectively.

Required Skills & Qualifications:

• Proven experience in delivering first-class paraplanning services within the financial planning sector, dealing with complex client scenarios.
• Minimum educational requirement: A Level/Higher standard or equivalent, with an RQF level 4 Diploma in Regulated Financial Planning.
• Advanced knowledge of financial planning products and strong numerical skills.
• Proficiency in Microsoft Office and familiarity with financial planning software such as XPlan and cashflow planning tools.
• Excellent interpersonal, communication, and customer service skills, with a strong focus on detail and the ability to prioritize effectively.
• Ambition to study towards an Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status is desirable.

Benefits:

• A role that offers both personal and professional growth, including opportunities to advance towards Chartered status.
• A supportive and collaborative work environment where knowledge sharing and best practice are encouraged.
• Competitive salary and benefits package, reflecting your experience and expertise.

If you are a motivated, detail-oriented individual with a passion for financial planning and client service, we would love to hear from you. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this Senior Paraplanner position.