At a Glance
- Tasks: Provide high-level technical support and develop financial planning solutions for clients.
- Company: Respected wealth management practice with a focus on quality financial planning.
- Benefits: Competitive salary, excellent benefits, and opportunities for professional growth.
- Other info: Join a dynamic team with a structured induction and career progression opportunities.
- Why this job: Make a real impact by shaping financial planning and mentoring junior colleagues.
- Qualifications: Experience in paraplanning and strong technical knowledge in financial services.
The predicted salary is between 50000 - 60000 £ per year.
If you're ready to step into a genuinely influential Senior Paraplanner position, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients.
Our client is looking to recruit an experienced Senior Paraplanner to strengthen their technical capability following the departure of a long-standing team member. Working alongside Financial Advisers and a team of junior paraplanners, you'll play a pivotal role in supporting complex client cases whilst acting as the first point of contact for technical guidance across the paraplanning function. This is a hands-on paraplanning role rather than a people management position. Whilst you'll naturally mentor and support less experienced colleagues with complex cases and technical queries, your primary focus will remain on delivering high-quality financial planning support and helping advisers achieve the very best outcomes for their clients.
Following a structured induction, you'll quickly become confident using the firm's systems, St. James's Place products and internal processes, before progressing to independently managing complex financial planning cases and supporting the wider team with your technical expertise.
Key Responsibilities- Provide high-level technical paraplanning support across a wide range of complex client cases
- Work closely with Financial Advisers to develop suitable financial planning solutions aligned to client objectives
- Prepare detailed suitability reports, cashflow models and technical recommendations
- Research and analyse investment, pension, retirement, tax, protection and estate planning solutions
- Produce accurate illustrations, comparisons and supporting technical documentation
- Act as the technical 'go-to' person for junior paraplanners, supporting them with complex queries and case discussions
- Assist new Advisers with technical queries and paraplanning support where required
- Ensure reports and recommendations meet regulatory and compliance standards
- Maintain accurate case tracking and liaise with providers to progress client cases efficiently
- Keep up to date with the advice framework and sharing any changes with the wider team
- Support the ongoing quality and technical standards of the paraplanning team
Senior Paraplanner employer: MaxAd
Join a leading wealth management practice in Woking, Surrey, where your expertise as a Senior Paraplanner will be valued and impactful. With a strong focus on employee development, you will benefit from a supportive work culture that encourages mentorship and collaboration, alongside competitive remuneration and excellent benefits. This role offers the unique opportunity to work closely with Financial Advisers, enhancing your technical skills while contributing to high-quality financial planning for clients.
