Paraplanner
We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.As our Senior Paraplanner, you will typically:Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research toolsPrepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex natureWork with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessaryEnsure back-office systems are up to date with client information, provider contacts, case updates and documentationManage your diary effectively and proactively to ensure you adhere to SLA''s whilst ensuring the key performance metrics are metComplete tax and other complex ad-hoc calculations for clients and advisers, as and when requiredSupport the training and on-boarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approachAdhere to all standard operating procedures, policies and processes, in accordance ..... full job details .....
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