Senior Paraplanner

Senior Paraplanner

Salary £60k DOE plus a discretionary annual bonus and excellent benefits.

Central London

Hybrid working, 3 days WFH & 2 days office, plus greater flexibility.

This is an exciting opportunity to join a leading financial management firm committed to delivering personalised financial planning and investment services. The Senior Paraplanner position is a newly created role that will report directly to the Financial Planning Director and provide support to a growing team. The ideal candidate will have experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and will be Chartered or actively working towards Chartered status.

Responsibilities as Senior Paraplanner:

• Create and deliver high-quality, compliant, and timely suitability reports to RFP and clients
• Attend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documents
• Respond to client queries where appropriate
• Support the Financial Planner in managing and delivering the ongoing client service strategy
• Prepare Annual Review documentation, including cashflow modelling where appropriate
• Proactively work with the Paraplanning Manager and team to deliver results

What you will need to succeed as Senior Paraplanner:

• Client-centric approach with excellent communication and organisational skills.
• Strong understanding of the advice process and ability to identify appropriate solutions for clients.
• Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.
• Excellent understanding of risk and governance frameworks and the regulatory environment
• Proficiency in MS Office Systems, report writing, and business systems (e.g., X plan/RID)
• CII Diploma in Regulated Financial Advice (Level 4) or equivalent (ideally Chartered or working towards)
• 3 to 4 years proven experience as a Paraplanner
• Must have strong technical paraplanning experience
• Experience of working with UHNW and HNW clints.

Benefits

• Competitive salary and benefits package
• Opportunities for professional development and career progression as a Financial Advisor.
• Supportive and collaborative work environment
• Flexible working arrangements
• Comprehensive health and wellness programs

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.