Senior Paraplanner

We are excited to be working with a dynamic wealth management firm to assist in their recruitment for a Senior Paraplanner. The organisation has seen rapid growth over the past 5 years and are now seeking a highly ambitious and driven individual to join them and contribute to their future growth plans. The successful candidate will be reporting into the Operations Director and will mentor and develop a small team of paraplanners and Trainee Wealth Managers as well as being very ‘hands on’ to contribute to the overall success of the paraplanning team and business.

This will be a busy and varied position and there will be opportunities for progressions as the company grows.

Salary and benefits:

• £42,000 – £47,000
• Bonus scheme
• 20 days annual leave + 8 bank holidays
• Pension
• Flexitime working
• On-site parking
• Please note that this is an office-based role

Duties and responsibilities:

• Complex suitability report writing including drawdown, tax free cash and inheritance tax advice
• Working closely with the Managing Director for technical meeting preparation and fund analysis
• Developing and managing effective systems, processes, and procedures to continuously improve Practice efficiency
• Managing and coordinating your team of paraplanners, assigning tasks to ensure all cases are actioned within specific timeframes
• Technical support and training to new/junior employees, as well as ongoing support to ensure high accuracy
• Oversee new Consumer Duty requirements to ensure client review meetings are scheduled and recorded appropriately
• Client relationship management
• Practice reporting

Skills and experience required:

• DipPFS qualified /  studying / QBE
• Minimum of 2 years Paraplanning experience in a similar environment
• People management experience (mentoring, leading, and developing)
• Understanding of investments, pensions, protection planning inheritance tax from a wealth management background
• Understanding of IT systems with knowledge of Salesforce, FE analytics and Voyant advantageous
• Demonstrates a growth mindset and an interest in seeing the role and business develop
• Excellent interpersonal skills, working with positivity, charisma, and a tireless drive for results