Senior Paraplanner Technical Planning
Hybrid / Sawbridgeworth
Competitive salary and a comprehensive benefits package including exam support
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?
Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.
Overview
A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.
Paraplanner Role:
As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.
Paraplanner Key Responsibilities:
Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
Prepare high-quality suitability reports in line with regulatory and internal standards
Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies
Liaise with product providers and internal stakeholders to gather accurate information
Keep up to date with industry trends, legislation changes, and technical knowledge
Paraplanner Requirements:
Minimum 3 years experience as a Paraplanner within a Wealth Management or Financial Planning environment
Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable
Strong technical knowledge of pensions, investments, tax, and estate planning
Excellent written communication and analytical skills
High attention to detail, with the ability to manage multiple cases and deadlines
Proficient in financial planning software
Whats On Offer:
Competitive negotiable salary (commensurate with experience)
Annual performance bonus
Flexible/hybrid working options
25 days holiday + bank holidays (increasing with service)
Professional development support, including exam sponsorship and study leave
Pension
Death in Service
Private Medical
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