Senior Paraplanner - Impactful Wealth Planning, Flexible

Cooper Parry; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Career growth support

Generous holiday entitlement

Enhanced parental leave policy

Enhanced pension scheme

No dress code

Wellbeing offering

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth is seeking a Senior Paraplanner to join our driven team. You will construct the advice underpinning financial plans under guidance from the Relationship Manager and coordinate an expert team including tax advisers and solicitors.

You’ll work within a high-performing Paraplanning team alongside Relationship Managers and other advisers to produce high-quality, accurate, and compliant reports.

Qualifications

• Minimum of 5 years experience in a paraplanning role.
• Holds Level 6 qualification - CII Chartered or CFP.
• Strong attention to detail and proactive in taking extra responsibilities.

Responsibilities

• Complete an accurate and comprehensive analysis of clients’ financial position
• Provides a high level of technical support to Relationship Managers
• Provides meeting support for complex annuals and new clients through to sign up
• Creates and delivers cashflow modelling at client meetings
• Carrys out complex/technical calculations
• Mentor and develop other members of the PP team

Skills

Paraplanning

Financial analysis

Cashflow modelling

Mentoring

Education

Level 6 qualification - CII Chartered or CFP

Job description

Cooper Parry Wealth is seeking a Senior Paraplanner to join our driven team. You will construct the advice underpinning financial plans under guidance from the Relationship Manager and coordinate an expert team including tax advisers and solicitors.

You’ll work within a high-performing Paraplanning team alongside Relationship Managers and other advisers to produce high-quality, accurate, and compliant reports.