Senior Paraplanner

Premier Jobs UK; Stoke Pound; Hybrid; GBP 42,000 - 57,000; Full time

Job summary

A leading recruitment firm is seeking a Senior Paraplanner in Bromsgrove. This role involves delivering comprehensive financial research and supporting Financial Advisors with complex calculations. The ideal candidate has strong experience as a Paraplanner and holds a Level 4 Diploma in Financial Planning. This position offers a salary between £42,500 - £57,000, hybrid working with 3 days in the office and 2 days from home, and various benefits including a pension scheme and professional development support.

Benefits

Contributory pension scheme

Discretionary bonus after full year's service

Option to buy and sell holiday

Birthday off

Additional holiday days for long service

Health and wellbeing resources

Shopping discounts

Qualifications

• Strong experience as a Paraplanner within an IFA firm.
• Full Level 4 Diploma in Financial Planning required.
• Confidence in delivering complex financial planning research and reports.

Responsibilities

• Deliver comprehensive financial research across various advice types.
• Undertake tax and complex calculations for Financial Advisors.
• Train and onboard fellow Paraplanners to support their development.

Skills

Experience as a Paraplanner in an IFA firm

Confidence in constructing financial planning research and reports

Education

Full Level 4 Diploma in Financial Planning

Working towards Chartered/Advanced qualifications

Job description

This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team.

As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Advisors for their clients.

Furthermore, as a Senior Paraplanner, it is common that other Paraplanners in the team will look up to you due to your technical expertise and experience. As a business that embraces development and supporting others, it is likely you will have an element of training and onboarding fellow Paraplanners, to enable them to embed within the team and flourish in the role. You may also have opportunity to assist in identifying process improvements and working with management to develop the team.

Senior Paraplanner Requirements

• You must have strong experience as a Paraplanner within an IFA firm
• You must hold your full Level 4 Diploma in Financial Planning
• Individuals working towards Chartered / Advanced qualifications would be beneficial
• You must be confident in constructing thorough financial planning research and reports, including complex cases

Senior Paraplanner Benefits

• Salary of £42,500 - £57,000 depending on experience
• 3 days office based in Bromsgrove and 2 days from home
• Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule
• Plus comprehensive benefits including contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts
• The business is committed to professional development for their team and will be open to facilitating your career plans

Locations

• Bromsgrove