Senior Paraplanner

Senior Paraplanner Location: East Riding of Yorkshire Contract: Permanent Salary: 40,000 - 50,000 per annum Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Financial Planning firm, who are looking to appoint an experienced Senior Paraplanner to join their team on a permanent basis.This is an excellent opportunity for a technically strong Paraplanner who enjoys taking ownership of complex cases, supporting advisers, and helping to develop junior members of the team.The successful candidate will play a key role in overseeing the new business journey, ensuring all research, reports, recommendations, and documentation are completed accurately, compliantly, and within agreed timescales.Although this role does not carry direct line management responsibility, you will act as a senior point of guidance within the paraplanning team, providing training, technical support, feedback, and day-to-day direction to colleagues. Key ResponsibilitiesPrepare financial planning reports, suitability reports, and client letters.Carry out research using appropriate tools to support adviser recommendations.Ensure recommendations are technically accurate, compliant, and focused on strong client outcomes.Obtain illustrations, valuations, and information from product providers.Review client files, including fact finds, adviser notes, product information, and supporting ..... full job details .....