Senior Paraplanner

Burton Recruitment; Lancashire; Hybrid; GBP 40,000 - 56,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Burton Recruitment's client, a respected financial planning firm, seeks a Senior Paraplanner to support advisory activity and service delivery.

The role focuses on researching products, preparing cash flow and suitability reports, maintaining records, and ensuring regulatory compliance, with a collaborative, hybrid working environment to advance career within a trusted team.

Qualifications

• Experience in financial planning or advisory services with client focus.
• Ability to write detailed reports and conduct case assessments.
• Strong analytical skills to identify insights and make recommendations.

Responsibilities

• Research financial products, funds and technical products for advisory support.
• Prepare cash flow and suitability reports for clear client recommendations.
• Build and nurture client relationships and respond to inquiries.
• Maintain accurate client records including risk profiles and compliance docs.
• Ensure activities and documents meet regulatory standards for compliance.
• Offer expert technical support to advisers and staff for client service decisions.
• Collaborate with advisers and admin staff to deliver strong client outcomes.

Skills

Financial planning experience

Report writing

Analytical ability

Job description

Senior Paraplanner

Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Paraplanner.

Key Responsibilities include:

• Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
• Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
• Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
• Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
• Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
• Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
• Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.

Knowledge & Experience:

• Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.
• Proficiency in writing complex reports and conducting detailed case assessments.
• Ability to analyse information, identify key insights, and make well-supported recommendations.

The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement.

This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well-regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working