Leeds
Job Title: Senior Paraplanner
Salary: £45,000 to £55,000 per annum (dependent on qualifications and experience)
Benefits: Excellent benefits package
Key Duties and Responsibilities:
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Oversee the day-to-day activities of the paraplanning team, ensuring workflow is managed effectively and the quality of output remains high
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Provide mentoring, training, and ongoing support to paraplanners and administrative staff
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Conduct research and analysis to support financial planners in delivering tailored advice aligned with client goals
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Draft detailed financial plans and suitability reports in line with compliance standards
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Compile and organize supporting documentation to substantiate advice and recommendations, including provider and product justification
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Support financial planners during client meetings, including note-taking and managing post-meeting actions
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Take ownership of personal tasks and workflows, ensuring timely and accurate completion
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Identify and implement process improvements to enhance paraplanning systems, procedures, and team efficiency