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Permanent

Senior Paraplanner

Bournemouth
money-bag 50000.00-50000.00 Annual
3085866552
Posted 5 days ago

We are seeking a Senior Paraplanner to join a forward-thinking, growing wealth management organisation. The business has an international presence and has ambitious growth plans for its UK operations. This is an excellent opportunity to join an independent firm with a strong industry reputation, where you can build a long-term career and make a tangible impact. You will have the chance to lead, mentor, and support a growing paraplanning team, with potential progression into a Leadership or Head of Paraplanning role.About the roleAs a Senior Paraplanner, you will play a pivotal role in supporting Wealth Planners to deliver high-quality, holistic financial advice, while taking a leadership role within the paraplanning team. Key responsibilities include:Supporting Wealth Planners by conducting thorough research across pensions, protection, investments, tax planning and other financial planning areas to achieve strong client outcomes.Preparing client-focused suitability reports and other technical documents in line with regulatory requirements and internal compliance standards.Providing complex technical input and proactive support to enhance the end-to-end advice process.Performing accurate calculations and modelling, including cash-flow analysis, to support tailored client recommendations.Drafting clear, compliant communications that ensure positive client outcomes.Leading, mentoring, and supporting paraplanners and junior paraplanners, providing guidance, training, and ..... full job details .....

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