Senior Paraplanner

Senior Paraplanner
Market Harborough
Hours - Monday to Friday full time
Salary - up to �45k plus bonus and other benefits
Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced/Senior Paraplanner to join their friendly team. This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice. The company encourage a supportive environment for career progression and development.
Key Responsibilities:

• Collaborate with advisers to prepare client recommendations and draft detailed suitability reports, focusing on pension transfers, drawdown, and inheritance tax planning.
• Compile cash flow reports and conduct thorough analysis of current plans, including comparing fund data, charges, and performance metrics.
• Preference for candidates with St James's Place (SJP) experience and familiarity with tools such as Voyant and FE Analytics.
• Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.

Key Skills Required:

• Minimum 2 years of experience in paraplanning or financial advisory roles.
• Proficient in writing suitability reports with a focus on pension transfers, drawdown, and inheritance tax planning.
• Strong experience in assembling cash flow reports and conducting detailed analysis of financial plans.
• SJP experience would be a significant advantage.
• Experience with Voyant and FE Analytics is preferred.
• Diploma not necessary but must possess a strong knowledge base in financial planning.

What is on offer:

• Full exam support and study leave.
• 22 days holiday plus bank holidays (increases with service).
• Flexible start/finish times.
• Competitive remuneration package.
• Collaborative and friendly work environment.
• Pension and incentive schemes.

If interested, please apply here or call Kim in our Kettering team to discuss further.