Senior Paraplanner
Senior ParaplannerLocation: CambridgeJob Type: Full-timeOffice based for probationary period then 2 days home working option Are you ready to elevate your career in wealth management? We are looking for a Senior Paraplanner to join our Wealth Planning team. This pivotal role supports Wealth Planners by conducting high-quality research and preparing detailed financial plans across a range of services including pensions, life insurance, tax planning, and investment management. As a Senior Paraplanner, you will not only support complex client cases but also mentor and guide less experienced paraplanners, driving process improvements and ensuring compliance with regulatory standards.Day-to-Day of the Role:Conduct in-depth research and financial analysis to assist Wealth Planners in delivering tailored financial solutions that meet clients'' needs and objectives.Prepare comprehensive suitability reports and documentation, ensuring clarity, accuracy, and compliance with all regulatory requirements.Act as a mentor and coach to junior paraplanners, providing training and support to enhance team capabilities and performance.Lead by example in maintaining high standards of professionalism and integrity in all client interactions and within the team.Proactively identify opportunities for process enhancement and lead initiatives to implement these improvements effectively.Required Skills and Qualifications:Proven experience in delivering first-class paraplanning services within the ..... full job details .....
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