Senior Paraplanner

Home Life at Premier Careers Senior Paraplanner

General description of the role

We are looking for an experienced and self-motivated individual to work alongside the Senior Consultants and the Paraplanning team to provide technical support in our Croydon Office.

Essential

  • Level 4 Diploma qualified and working towards Level 6 (Chartered)
  • 3 years’ Paraplanning experience within a Financial Planning Practice or similar
  • Ability to write clear and concise Suitability Reports for clients
  • Ability to prioritise work and complete work within specified timeframes
  • Work effectively within a team and lead and mentor others where required
  • Positive ‘can do’ attitude
  • Good inter-personal skills (both written and verbal)
  • High level of technical knowledge and experience

Desirable

  • Level 6 (Chartered / Advanced Diploma in Financial Planning)
  • Relevant experience with external software/tools, such as FE Analytics, Selectapension, Voyant, Intelligent Office
  • Experience with Defined Benefit or safeguarded benefit pension reviews
  • Willingness to progress to CF30

Main responsibilities

  • Work with a selected number of Senior consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendations
  • Act as a mentor for more junior members of the team and help implement the company philosophy of driving up team knowledge and ability.
  • Develop and maintain effective relationships with clients and colleagues
  • Take responsibility for self-improvement, keeping up to date with market changes, compliance and legislative considerations.
  • Ensure sufficient client information is obtained and analyse information gathered by the consultant and challenging advice where required
  • Ensure Suitability Reports and templates are kept up-to-date with all relevant product, legislative and technical changes.
  • Analysing client data and preparing cash flow plans
  • Ensure relevant CPD is maintained and recorded accurately
  • Undertake product, investment and market research
  • Assist to develop, support and maintain processes
  • Compliance with the FCA rules & regulations at all times
  • Assisting advisers and paraplanners with ad hoc requirements. These could range from non-advice related reports to assisting with annual review reports and research.

Salary and benefits

  • Depending on experience
  • Group personal pension plan
  • 25 days holiday
  • Flexible working
  • Regular company social events
  • Excellent company culture and a fantastic approach to employee wellbeing and engagement
Apply now