Senior Paraplanner
This is an opportunity to join a highly regarded financial planning firm where paraplanning is a core part of delivering excellent client outcomes, not simply a back-office function.This role would suit a career paraplanner who values high standards, clear expectations, and being part of a team that appreciates how you work as much as what you know.Working StyleRemote-first working environmentOptional office attendance for those based near Central LondonIdeally, attendance in the office around one day per week where practicalWhat You''ll Be DoingResearching and developing recommendations across pensions, investments, protection, retirement planning and tax planningProducing clear, accurate suitability reports and client documentationSupporting advisers on complex cases and contributing to consistent advice standardsPreparing review work, technical analysis and planning outputsMaintaining accurate client records and workflows using Intelligent OfficeWorking closely with advisers and colleagues to ensure a seamless client experienceWhat We''re Looking ForStrong paraplanning experience within a UK financial planning environmentDiploma qualified (Level 4 or equivalent)Excellent report-writing skills and strong technical knowledgeMinimum of four years'' experience as a Senior or Technical ParaplannerHighly organised, proactive and collaborative approachStrong attention to detail and a commitment to delivering high-quality workSomeone who values teamwork and contributes positively ..... full job details .....
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