Paraplanner

Senior Paraplanner Technical Planning
\n Hybrid / Sawbridgeworth
\n Competitive salary and a comprehensive benefits package including exam support

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?

Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.

Overview

A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.

Paraplanner Role:

As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.

Paraplanner Key Responsibilities:

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• Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
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• Prepare high-quality suitability reports in line with regulatory and internal standards
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• Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies
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• Liaise with product providers and internal stakeholders to gather accurate information
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• Keep up to date with industry trends, legislation changes, and technical knowledge
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Paraplanner Requirements:

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• Minimum 3 years experience as a Paraplanner within a Wealth Management or Financial Planning environment
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• Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable
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• Strong technical knowledge of pensions, investments, tax, and estate planning
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• Excellent written communication and analytical skills
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• High attention to detail, with the ability to manage multiple cases and deadlines
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• Proficient in financial planning software
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Whats On Offer:

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• Competitive negotiable salary (commensurate with experience)
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• Annual performance bonus
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• Flexible/hybrid working options
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• 25 days holiday + bank holidays (increasing with service)
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• Professional development support, including exam sponsorship and study leave
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• Pension
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• Death in Service
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• Private Medical
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