Senior Paraplanner

Senior ParaplannerAre you a detail-driven financial professional with a passion for delivering exceptional client experiences and helping people live the life they want to live?We are seeking a Senior Paraplanner to support a Financial Planner within a collaborative pod structure, playing a pivotal role in delivering outstanding financial advice, service, and long-term value to clients.This is an opportunity to join a values-led, forward-thinking financial planning business where precision, learning, and genuine client care sit at the heart of everything we do.The RoleAs an Senior Paraplanner, you will work closely with Financial Planners and Client Service associates to ensure every client interaction reflects confidence, clarity, and peace of mind.Client Support and Relationship ManagementSupport and attend client meetings (dependent on service level) and accurately document discussions.Act as a professional and approachable point of contact for clients, providing updates, reassurance, and a consistently high standard of service.Ensure timely, high-quality follow-up that enhances the overall client experience.Technical Research and ReportingConduct in-depth technical research and financial analysis to support client recommendations.Produce clear, well-structured, compliant suitability reports aligned with client goals, values, and long-term objectives.Maintain a strong working knowledge of financial planning strategies, products, providers, and regulations.Professional ..... full job details .....