Senior Paraplanner

Senior Paraplanner, ExeterHybridAbout the CompanyWe are a premier, fast-growing financial services and wealth management group. Our firm operates in a high-volume, high-value market, delivering top-tier financial advice and exceptional ongoing service to a diverse client base. We pride ourselves on building robust business infrastructures where technical expertise directly drives client satisfaction and business growth.Role OverviewWe are seeking a multi-faceted Senior Paraplanner to join our team. In this role, you will work closely with dedicated financial advisers to manage both new business generation and comprehensive client servicing. This is a highly collaborative position requiring sharp technical skills, proactive communication, and the ability to navigate complex, high-net-worth client cases smoothly.Key ResponsibilitiesTechnical Analysis and Advice PreparationInvestigate and assess client financial circumstances to identify critical needs and risks.Gather and analyse external information to build deep, precise reviews of client financial positions.Formulate strategic proposals by conducting detailed market research and compiling compliant documentation.Draft comprehensive summaries and formal suitability reports outlining specific client recommendations.Construct detailed cashflow models to illustrate and support complex financial scenarios.Execute technical calculations including pension annual allowance/carry forward, Capital Gains Tax (CGT), and lifetime ..... full job details .....