Senior Paraplanner

Senior Paraplanner Cheltenham Hybrid working Salary up to £55,000 + bonus + excellent benefits Are you an experienced Paraplanner looking to take ownership of complex, high-value financial planning work within a collaborative and highly regarded team? We are working with a well-established and award-winning financial planning business who are looking to appoint a Senior Paraplanner. This is an excellent opportunity to work alongside Chartered Financial Planners, supporting a varied client base that includes high-net-worth and ultra-high-net-worth individuals. You will join a supportive team where quality, professional development and exceptional client outcomes are central to the culture. The role As Senior Paraplanner, you will work closely with Financial Planners to develop tailored financial planning solutions and produce high-quality suitability reports across a broad range of planning areas. Your responsibilities will include: Preparing detailed financial planning recommendations and suitability reports Supporting advisers with bespoke planning solutions for new and existing clients Undertaking research across investments, pensions, retirement planning, inheritance tax planning and personal protection Liaising directly with clients when required, including high-net-worth individuals Providing support to the administration team on new business and ongoing servicing Producing research papers and presentations that communicate complex matters clearly Ensuring all work ..... full job details .....