Senior Paraplanner (City of London)

We have a fantastic opportunity for a Senior Paraplanner to join a leading Wealth Management firm. This is an exciting opportunity to join an established company at its growth stage, with future career progression opportunities offered.

Your primary role is to provide a full professional and technical support function to Wealth Planners, alongside supporting a team of 6 Paraplanners.

Key responsibilities will include:

• Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner
• Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
• Prepare suitability reports and letters for the Wealth Planners
• Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
• Draft and co-ordinate technical documents and research for client presentation.
• Act as a reference point for team concerns/queries, escalating to the Paraplanning Team Leader where appropriate.
• Assist with training of new team members, providing extra support and oversight for those new in role.
• Support, motivate and coach team in a collaborative way. Share knowledge to the benefit of the team and/or wider business.

Any applicants for this role will need to be Level 4 Diploma qualified in Regulated Financial Planning.

If you think you have the skills required and would like to apply, please submit your CV or contact Charlotte Groom at BRUIN Financial.