Senior Paraplanner

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, fully independent financial planning practice based in Trowbridge.This established and successful firm has built an excellent reputation for delivering exceptional, long-term financial planning advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the local region and throughout the UK. With a strong focus on building lasting client relationships, the business prides itself on providing a truly holistic approach to financial planning and maintaining the highest standards of service.Due to continued growth, the firm is now seeking a Senior Paraplanner to join its highly skilled technical support team. This is an exciting opportunity for an experienced individual who is looking to take the next step in their career, combining advanced technical paraplanning responsibilities with an element of leadership and mentorship within the team.The RoleWorking closely with a team of highly successful Financial Advisers, you will provide comprehensive technical support across a range of complex client cases, helping to deliver high-quality financial planning solutions.The role will have two key focuses:Senior Paraplanning Preparing detailed suitability reports and technical recommendations across pensions, investments, retirement planning, protection and wider wealth planning areasConducting in-depth research, analysis and cashflow modelling to support client ..... full job details .....