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Senior Paraplanner

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Location

PLYMOUTH

Salary £40000 - £45000
TypePermanent
WorkplaceOn-Site
Ref83574

Recruiter Managing This Role

Role: Senior Paraplanner
Location: Plymouth 
Salary: £40,000 – £45,000

  • Company pension
  • Flexitime
  • On-site parking
  • Exam support and clear pathways for career progression.

As part of our ambitious expansion plans, we are seeking an ambitious and driven individual to join us as a Senior Paraplanner. This role will be integral to our leadership team, responsible for managing a team of Paraplanners.

Key Responsibilities:

  • Complex suitability report writing, covering drawdown, tax-free cash, and inheritance tax advice.
  • Collaborating with the Managing Director for technical meeting preparation and fund analysis.
  • Developing and managing effective systems, processes, and procedures to enhance practice efficiency.
  • Team management: overseeing and coordinating Paraplanners, assigning tasks, and ensuring timely case resolution.
  • Technical support and training for new/junior employees, ensuring high accuracy in their work.
  • Client services management and practice reporting.

Who You Are:

  • Minimum 3 years of paraplanning experience.
  • Passionate about a career in wealth management.
  • Understanding of Investments, Pensions, and other financial planning products.
  • Ideally started CII Diploma in financial planning.
  • Strong leadership skills with the ability to inspire and motivate others.
  • Team player with a hands-on approach to ensure smooth business operations.
  • Experience managing and developing team members.t.
  • Confident professional with excellent communication skills.
  • Values professionalism, integrity, and ethical conduct.
  • Proactive, accountable, and open to candid feedback for personal and professional development.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support

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Application For Senior Paraplanner