Paraplanner - Reed : Job Details

Senior Paraplanner Opportunity - Financial Services

Introduction: I am excited to present a fantastic opportunity for a Senior Paraplanner to join a leading financial planning and wealth management business. This role is perfect for someone passionate about providing comprehensive support to Financial Advisers and enhancing client financial strategies.

Role Overview: As a Senior Paraplanner, you will play a crucial role in our Advice Operations team. Your responsibilities will include:

• Preparing and submitting technical and compliance pre-approval forms.
• Crafting accurate, timely, and compliant suitability reports.
• Utilizing advanced technology to produce precise solutions for clients.
• Conducting financial calculations for both decumulation and accumulation projections.
• Ensuring all advice documentation adheres to FCA guidelines and business requirements.
• Assisting the paraplanning leadership team with workflow management to optimize team efficiency and meet KPIs.
• Monitoring and maintaining quality standards within the team to ensure service levels are met.
• Regularly reviewing and updating pre-approval and suitability report templates.

Key Competencies and Skills:

• Exceptional communication skills, with the ability to interact effectively across all levels of the business.
• Strong problem-solving abilities, capable of operating independently in a fast-paced environment.
• Excellent organizational and time management skills, with a knack for planning and prioritizing effectively.
• Proficiency in Microsoft Office and familiarity with financial planning software such as CURO, Cashcalc, and Dynamic Planner.
• A proactive approach to personal and professional development, with a commitment to continuous learning.

Experience Required:

• Extensive experience in preparing suitability reports and a strong understanding of financial services regulations.
• Proven track record of working in a financial services or advice environment.
• Ideally, you will hold a Level 4 Diploma in Financial Planning or similar qualifications.
• Experience in coaching and training individuals within a financial planning context is highly desirable.

Location: This role offers a hybrid working arrangement after probation, allowing flexibility between working from home and office presence as needed.

Why Join Us?

• Be part of a progressive and supportive environment committed to providing exceptional financial planning and wealth management services.
• Work with state-of-the-art technology that simplifies processes and enhances productivity.
• Engage in continuous professional development to further your skills and career.

Application Process: If you are a dedicated and skilled Paraplanner looking for your next career move within a dynamic and supportive team, please apply today. I am eager to discuss how you can make a significant impact..

This is not just a job; it's a career move that offers growth, learning, and the chance to be part of something truly special. If you're ready to take on this challenge, apply now and let's explore how you can fit into our team!