Senior Paraplanner

This Senior Paraplanner job offering hybrid working in Cardiff
is suitable for an individual looking to be part of a growing company and
assist in providing excellent financial planning solutions.

You will be joining their existing team of Paraplanners who
provide paraplanning support to their team of Financial Advisors. You will be
involved in assisting the business provide holistic financial planning and
cashflow modelling to their clients.

As a Paraplanner, you would be focused on providing
research, analysis and report writing support to assist the Financial Advisors
in delivering quality, appropriate and compliant financial planning. Your
duties will include:

• Prepare
  and submit technical and compliance pre-approval forms
• Providing
  accurate, timely and compliant suitability reports
• Utilising
  technology to produce accurate solutions
• Undertake
  financial calculations including CGT and annual allowances
• Ensuring
  all advice documentation is compliant
• Effectively
  communicating internally and externally
• Working
  closely with the Financial Adviser’s to gather sufficient information
• Provide
  clear instructions to the team of Administrators to ensure proposals and
  documents are completed correctly

In addition, as a Senior Paraplanner you will assist the paraplanning
leadership team with various tasks. For example, workflow management to ensure
the collective team achieve KPIs and work effectively; monitoring quality
standards; review templates and processes to ensure these are fit for purpose;
assist with identifying gaps in knowledge across the team so that support can
be provided.

Senior Paraplanner Requirements

• You
  should have strong experience as a Paraplanner
• You
  should technical knowledge of financial planning and have experience of
  writing bespoke pieces of advice for complex cases
• You
  should be confident undertaking research and financial calculations
• You should
  have a willingness to help and support others
• You
  should hold full Level 4 Diploma in Financial Planning (or equivalent)

The Company

This national IFA firm are looking to significantly grow
their business and recognise to achieve such growth, and success is dependent
on dependent on having the right people in the business. As such they are
looking to build a strong team of passionate and skilled team members.

Senior Paraplanner Benefits

• Salary
  of up to £50,000 depending on experience plus company benefits
• Benefits
  typically include: 4x DIS, PMI, Group Income Protection, Employee
  Assistance Programme, Medicash, 5% employer pension and 3% employee
  pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1
  day per year up to 30 days
• Hybrid
  working after being signed off as competent (typically in line with
  probation sign off)
• 37.5
  hours per week
• Excellent
  career progression, with individual development plans shaped around your
  desired career path

Locations

Cardiff

Call us now on 0208 0044 154 or click Apply

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