Paraplanner

An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region. As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits. You will be responsible for: ? Reviewing client documentation and adviser meeting notes to extract key planning requirements. ? Carrying out detailed financial analysis, including cashflow projections and investment reviews. ? Researching pensions, investments, protection and estate planning options. ? Drafting suitability reports tailored to clients individual circumstances and goals. ? Preparing technical illustrations and disclosure documentation. ? Supporting advisers ahead of client meetings with accurate data and insights. ? Collaborating with the wider team to ensure timely case progression. ? Ensuring all advice and documentation remains compliant with current regulations. ? Maintaining contact with providers and contributing to investment discussions. What we are looking for: ? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role. ? At least 4 years' experience in Paraplanning. ? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications). ? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics. ? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning. What's on offer: ? Competitive salary ? 25 days holiday plus bank holidays ? Company pension scheme ? Annual discretionary bonus ? Death in service cover ? Free on-site parking This is a great opportunity to