Senior Paraplanner: Cashflows & Client Planning Support

Core-Asset Consulting Ltd; Winchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading UK-based wealth management firm in Winchester is seeking an experienced Paraplanner to join their collaborative team. The role involves preparing cashflows and financial plans, as well as supporting Financial Planning Directors in client meetings. Candidates should have a CII Diploma in Financial Planning, at least 2-3 years of paraplanning experience, and strong knowledge of the UK tax regime. This position offers a competitive salary and benefits package.

Benefits

Competitive salary

Wider benefits package

Qualifications

• CII Diploma in Financial Planning or equivalent is essential.
• Experience in managing paraplanning within a team structure is preferred.
• Strong understanding of tax implications is required.

Responsibilities

• Prepare cashflows and financial plans to support clients.
• Conduct in-depth research and take notes during client meetings.
• Collaborate with colleagues to achieve team objectives.
• Stay updated on financial planning standards and best practices.

Skills

CII Diploma in Financial Planning

CII Chartered Financial Planner status

Minimum 2-3 years' paraplanning experience

Strong technical knowledge of UK tax regime

In-depth understanding of pension arrangements

Proven ability to manage workload independently

Education

CII Diploma in Financial Planning or equivalent

Job description

A leading UK-based wealth management firm in Winchester is seeking an experienced Paraplanner to join their collaborative team. The role involves preparing cashflows and financial plans, as well as supporting Financial Planning Directors in client meetings. Candidates should have a CII Diploma in Financial Planning, at least 2-3 years of paraplanning experience, and strong knowledge of the UK tax regime. This position offers a competitive salary and benefits package.