Senior Paraplanner - Hybrid Financial Planning

Service Service; Norwich; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable wealth management firm is seeking an experienced Paraplanner to join their team in Norwich. In this role, you will provide holistic financial planning solutions and support Financial Planners to maintain excellent client service. Key requirements include a Diploma in Financial Planning and four years of industry experience. The position offers a competitive salary, hybrid working options, and a comprehensive benefits package including private medical insurance and a pension scheme.

Benefits

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme

25 days Annual Leave

Office Christmas close (3-days)

Life Assurance

Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

Flexible benefits

Qualifications

• Chartered Financial Planner status preferable or willingness to work towards.
• Minimum of four years industry experience preferred.
• Ability to maintain compliance and stay updated with regulatory changes.
• Preference for structured and planned working style.

Responsibilities

• Conduct full analysis of clients' requirements and develop cash flow models.
• Construct financial planning solutions including investment and retirement plans.
• Prepare letters and reports, and take responsibility for client files.
• Conduct client reviews and update cash flow models.
• Build relationships with clients through various communication methods.
• Coordinate with Financial Planning team and external advisors.

Skills

Excellent administrative skills

Excellent analytical skills

Communication skills

Research and report writing skills

Education

Diploma in Financial Planning

Job description

A reputable wealth management firm is seeking an experienced Paraplanner to join their team in Norwich. In this role, you will provide holistic financial planning solutions and support Financial Planners to maintain excellent client service. Key requirements include a Diploma in Financial Planning and four years of industry experience. The position offers a competitive salary, hybrid working options, and a comprehensive benefits package including private medical insurance and a pension scheme.