Senior Paraplanner

About the FirmA well-established, professionally connected Independent Financial Advisory (IFA) firm with a strong reputation for delivering high-quality, holistic financial planning to HNW and mass affluent clients. Their collaborative culture, technical excellence, and client-first philosophy sets them apart, and due to continued growth, are seeking an experienced Senior Paraplanner to join their team.The RoleAs a Senior Paraplanner, you will play a key role in supporting our Financial Planners by delivering high-quality technical analysis, research, and suitability reports. You will work closely with advisers and administrators to ensure the delivery of precise, compliant, and client-focused financial planning solutions.This is an excellent opportunity for an experienced paraplanner looking to take on greater responsibility, mentor junior team members, and contribute to the ongoing development of the firm''s technical standards.Key ResponsibilitiesPrepare detailed and compliant suitability reports across pensions, investments, protection, and retirement planningConduct comprehensive financial research and analysis to support client recommendationsInterpret complex financial data and translate into clear client outcomesReview and maintain client portfolios in line with ongoing service requirementsProvide technical support to Financial Planners ahead of client meetingsEnsure all work adheres to FCA regulations and internal compliance proceduresAssist in developing and ..... full job details .....