£50,000 per annum
Senior ParaplannerLocation:
Taunton (Hybrid Working) 3 days office, 2 days WFH.Salary:
up to £50k DOE + Discretionary Bonus and Benefits
For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
About the CompanyJoin a leading firm in the wealth management sector, renowned for delivering end-to-end services across the wealth value chain, from financial planning and investment management to platform, trading, settlement, and custody services. With a modular service model and a strong acquisition strategy, the company is rapidly expanding its footprint across the UK, offering a dynamic and fast-paced environment for career growth.
The OpportunityThis is an exciting opportunity for a
Senior Paraplanner
to join a chartered financial planning firm. You’ll gain hands-on experience in a high-growth environment, working alongside a team of driven professionals committed to excellence in client service and operational efficiency.
Must have strong technical paraplanning experience
Key Responsibilities of the Senior Paraplanner:Process Leadership:
Drive structure and consistency across operational workflows, ensuring seamless case progression from start to finish.Paraplanning Excellence:
Produce high-quality, compliant suitability reports for pensions, investments, and protection products.Case Oversight:
Monitor and manage case pipelines, ensuring timely progression and reducing the need for escalations.Provider Liaison:
Proactively chase providers using automated tools (Outlook and CRM) to eliminate delays.CRM and Workflow Management:
Maintain accurate and up-to-date client records and case notes in Enable.Team Collaboration:
Partner with advisers and administrators to uphold high standards and ensure accountability across the team.
As Senior Paraplanner you will need:Experience:
Minimum 3 to 4 years in a paraplanning role, ideally within a chartered or fast-paced financial planning environment.Qualification:
RQF level 4 Diploma in Financial Planning (essential) and/or working towards chartered.Detail-Oriented:
You have a sharp eye for detail and a passion for getting things right the first time.Must have strong technical paraplanning experienceProcess-Driven:
You enjoy building and refining systems to improve efficiency and consistency.Proactive:
A self-starter who takes initiative and thrives in a dynamic setting.Tech-Savvy:
Comfortable using CRMs, task management tools, and Outlook automations to streamline workflows.This is an excellent opportunity, to discuss further please contact Marie McDermott at ..... full job details .....