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Permanent

Senior Paraplanner

Cambridge
money-bag 50000.00-50000.00 Annual
3085445267
Posted Today

Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression?This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development.The RoleAs a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance.Key ResponsibilitiesConduct research and analysis across a wide range of financial planning productsPrepare high-quality, compliant suitability reports and supporting documentationUndertake cashflow modelling and financial analysis where requiredLiaise with Financial Planners to develop holistic advice strategies for clientsSupport and coach junior paraplanners, contributing to ..... full job details .....

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