Senior Paraplanner

Our client is on a mission to make high quality financial planning advice affordable and accessible to everyone. Backed by a household name and already achieving great things, they are now seeking an additional experienced Senior Paraplanner to help deliver the next generation of financial advice.

This is an exciting broad and varied senior role, within a rapidly growing company.

Day to day, the Senior Paraplanner will play a key role in designing, building and improving the advice delivery and processes to ensure they are providing a world class customer experience. The role has significant potential for progression and the ideal candidate will be someone who prides themselves on delivering the highest quality of financial advice, is highly technical whilst also passionate about improving the systems and processes that sit around financial planning, with a technological mindset. Leadership experience is a plus, although not essential.

Day to day you will be:

• Responsible for delivering high quality financial advice to customers
• Undertaking cashflow modelling
• Working on replacement business analysis
• Responding to technical client queries
• Designing and refining processes and ways of working
• Helping to train, support and manage more junior colleagues and admin support
• Using your initiative to re-design processes and automate as much as possible.
• Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively.

You should be someone who gets excited by complex problems and can find creative ways to solve them. You should be able to digest complexity and develop a plan to move forward, without losing sight of the important details. You should have a bias towards action and getting things done.

Required

• Minimum CII/CISI/LIBF Level 4 qualifications, ideally working towards Chartered Level 6 qualifications
• 4 years+ industry experience
• Cashflow modelling experience
• Broad range of experience in many areas of advice (pensions, VCTs/EIS, protection and everything in between)

Our client offers flexible working with 2 days a week working from home and flexibility to spend additional days working from anywhere, within the UK or another country. As a growing company, there is ample opportunity to progress your career and enjoy continued development as well as become part of their share incentive plan, in addition to a bonus scheme.