Senior Paraplanner

Service Care Solutions; Warrington; In loco; GBP 40.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

£250 referral bonus

Descrizione del lavoro

A financial planning firm based in Warrington is seeking a Senior Paraplanner to lead the paraplanning function. You'll support Financial Advisers with research, report writing, and provide mentoring to junior team members. Ideal candidates will have a Level 4 Diploma in Financial Planning and experience in complex suitability reports. The role offers a £250 referral bonus for successful placements. Contact Greg at the firm for more details.

Competenze

• Proven experience working as a Paraplanner within a financial planning firm.
• Experience producing complex suitability reports and technical research.
• Experience producing complex suitability reports and research.
• Ability to mentor junior team members and provide guidance.
• Level 4 Diploma in Financial Planning or equivalent is required.

Mansioni

• Prepare complex suitability reports and financial planning recommendations.
• Conduct detailed research across pensions, investments, protection, and tax planning strategies.
• Provide technical guidance, mentoring, and training to junior paraplanners.
• Work closely with advisers to develop appropriate financial planning strategies for clients.
• Provide technical guidance, mentoring, and training to junior paraplanners.
• Act as a quality control point for paraplanning output and advice documentation.
• Support advisers and the wider team with technical expertise on complex cases.
• Prepare client meeting documentation and supporting analysis.
• Liaise with product providers to obtain illustrations, valuations, and product information.

Conoscenze

Strong technical knowledge across pensions

Experience with cashflow modelling tools

Ability to mentor junior team members

Mentoring

Regulatory compliance

Formazione

Level 4 Diploma in Financial Planning

Chartered status preferred

Strumenti

Financial planning software

Financial planning software

Descrizione del lavoro

Overview

Service Care Solutions are recruiting for a Senior Paraplanner to join an independent financial planning firm based in Warrington. The business is focused on providing clear, straightforward financial advice to individuals and families across Cheshire and the surrounding areas.

As a Senior Paraplanner, you will act as the technical lead within the paraplanning function, supporting Financial Advisers with high-quality research, report writing, and financial analysis. You will also provide guidance and mentoring to junior team members, helping ensure advice quality, regulatory compliance, and continuous development within the paraplanning team.

Responsibilities

• Prepare complex suitability reports and financial planning recommendations.
• Conduct detailed research across pensions, investments, protection, and tax planning strategies.
• Produce cashflow modelling and technical analysis to support client advice.
• Work closely with advisers to develop appropriate financial planning strategies for clients.
• Provide technical guidance, mentoring, and training to junior paraplanners.
• Act as a quality control point for paraplanning output and advice documentation.
• Support advisers and the wider team with technical expertise on complex cases.
• Prepare client meeting documentation and supporting analysis.
• Liaise with product providers to obtain illustrations, valuations, and product information.

Candidate Criteria

• Level 4 Diploma in Financial Planning, ideally working towards Chartered
• Proven experience working as a Paraplanner within a financial planning firm.
• Strong technical knowledge across pensions, investments, and financial planning.
• Experience producing complex suitability reports and technical research.
• Ability to mentor or support junior members of the team.
• Experience with cashflow modelling tools and financial planning software.

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email [e-mail]

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.