Senior Paraplanner: Technical Lead & Mentor

Service Care Solutions; Warrington; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

£250 referral bonus

Job summary

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.

Qualifications

• Proven experience working as a Paraplanner within a financial planning firm.
• Experience producing complex suitability reports and technical research.

Responsibilities

• 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.

Skills

Strong technical knowledge across pensions

Experience with cashflow modelling tools

Ability to mentor junior team members

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Job description

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.