Senior Paraplanner

We are a long-established but forward-thinking financial planning firm, currently seeking a highly motivated and detail-oriented Senior Paraplanner. This leadership role requires a high level of technical expertise and combines the oversight of a team of Financial Planning Assistants (FPAs/Paraplanners) with ensuring that our Financial Planners deliver consistent, top tier and personalised advice to our clients.

Qualifications & Skills Required:

  • Extensive knowledge of investment products, tax laws, retirement planning and regulatory compliance.
  • Ideally Chartered or working towards this qualification but with a minimum of CISI Level 4 or CII DipPFS.
  • Minimum of 4 years relevant industry experience.
  • Excellent written and verbal communication skills.
  • High level of professionalism and integrity.
  • Familiarity with financial planning software (e.g. Intelliflo, Voyant, Finametrica).
  • A positive and enthusiastic individual who enjoys working as part of a team.

Key Responsibilities:

  • Provide high-quality technical support to the financial planners and assistants, particularly in connection with complex matters, e.g. SSAS, DB schemes, EIS & VCTs and Investment bonds.
  • Manage and mentor the FPAs.
  • Support the FPAs in the preparation of client financial plans and Suitability Letters.
  • Provide additional FPA resource/cover as and when needed.
  • Serve as the primary point of contact for technical discussions with clients, product providers and internal teams.
  • Take responsibility for ensuring that the financial planners and FPAs remain up to date with both the technical understanding and practical application of relevant products and strategies.
  • Proactively ensure that internal advice-related processes are structured and followed efficiently and consistently.
  • Selecting the most suitable products for the firm’s clients, e.g. wrap platform due diligence and selection of, and training on, research tools.
  • Assist the Investment Director with gathering of fund due diligence for the Centralised Investment Proposition.
  • Attend client meetings on request, e.g. for detailed discussion of more complex issues
  • Ensure that recommended technical solutions comply with industry standards, regulatory requirements and internal processes.
  • Liaise with Compliance to ensure the firm’s processes adhere to the highest standards.
  • Identify opportunities for process improvements and new technologies which can enhance product offerings or internal processes.

Job Type:

Permanent, Full-time, Monday to Friday.

This is a fantastic opportunity for the right candidate to progress their career in a highly respected, local company.  The successful candidate will be given the opportunity to expand their responsibilities and progress to the role of Financial Planning Director over time.

Benefits:

A generous package of employee benefits, including:

  • Salary range of £45,000 to £65,000,
  • Company pension,
  • Death-in-service,
  • Private medical insurance.

If you think you have the necessary experience for this Senior Paraplanner role, please apply now.

 

How to apply

Please email your CV, covering letter and your salary expectations to:

  • Location Lewes
  • Salary £45,000 to £65,000
  • Contract Type Permanent
  • Attendance Full Time, Office Based