Senior Paraplanner: Client-Focused Financial Planning Pro

Bond Recruitment; Alderley Edge; On-site; GBP 42,000 - 64,000; Full time

Job summary

Alderley Edge, United Kingdom — Bond Recruitment is recruiting a Senior Paraplanner for a highly regarded Chartered Financial Planning firm. You will deliver high-quality technical support to the Financial Planner before, during, and after Annual Planning Meetings, while maintaining strong client relationships in between meetings.

Key duties include meeting preparation, attending client meetings, and ensuring client files (Voyant, Curo, and related systems) are accurate and up to date.

Qualifications

• Ownership and independence in previous roles.
• Ability to manage workload and prioritise effectively.
• First class technical expertise in advice areas.
• In-depth knowledge of financial services products.
• Experience using Voyant Financial Planning software.
• Understanding of financial planning vs advice.
• Ability to read, digest and assimilate information.
• Eye for detail and accuracy.
• Highly organised, methodical and analytical.
• Strong interpersonal skills to build client trust.
• Cashflow modelling experience (Voyant preferred).
• Excellent IT skills: Excel, Word, PowerPoint.

Responsibilities

• Manage client relationships between meetings.
• Ensure company processes are adhered to and calibrated with the planner.
• Maintain Voyant client records with up-to-date annotations.
• Keep Curo up to date with changes affecting the plan.
• Ensure accuracy of client-facing systems.
• Prepare for meetings (including agendas).
• Attend client meetings and capture outcomes.
• Oversee client relationship issues between meetings.
• Ensure Financial Plans remain coherent and sensible.

Skills

Ownership independence

Workload prioritisation

Technical expertise in advice

Financial services products knowledge

Voyant software experience

Financial planning knowledge

Reading and assimilating information

Attention to detail

Organisation and analytical skills

Interpersonal skills for client trust

Cashflow modelling (Voyant)

Excel/Word/PowerPoint proficient

Curo/FE Analytics/Genovo familiarity

Tools

Voyant

Curo

FE Analytics

PensionProfiler

Genovo

Exchange/Assureweb

Defaqto

Excel

Word

PowerPoint

Job description

Alderley Edge, United Kingdom — Bond Recruitment is recruiting a Senior Paraplanner for a highly regarded Chartered Financial Planning firm. You will deliver high-quality technical support to the Financial Planner before, during, and after Annual Planning Meetings, while maintaining strong client relationships in between meetings.

Key duties include meeting preparation, attending client meetings, and ensuring client files (Voyant, Curo, and related systems) are accurate and up to date.