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Permanent

Senior Paraplanner

Guildford
money-bag 52000.00-52000.00 Annual
3085446114
Posted Today

We are seeking a Senior Paraplanner to join a top-10 wealth manager with a strong track record of growth, exceptional client satisfaction and a truly collaborative culture. The business has an excellent name in the industry with offices across the UK, Europe and beyond. This business combines personal service with scale and capability, delivering integrated wealth planning, discretionary investment management and advisory services to high-net-worth individuals, families, charities and professionals. This is a fantastic opportunity for a paraplanner ready to make a significant impact. About the role As a Senior Paraplanner you will play a pivotal role in supporting Wealth Planners to deliver high-quality holistic financial advice. Actively support Wealth Planners by carrying out thorough research across pensions, protection, investment management, tax planning and other financial planning areas to enable strong client outcomes.Prepare client-centric suitability reports and other technical documents in line with regulatory requirements and internal compliance standards.Provide complex technical input and proactive support that enhances the end-to-end advice process.Undertake accurate calculations and modelling, including cash-flow analysis, to support recommendations that align with each client''s circumstances.Draft clear, fair and compliant communications that support good outcomesAct as a reference point for technical queries within the team and support the development of ..... full job details .....

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