Senior Paraplanner

Posted 1 month ago

Our client is looking for a Senior Paraplanner, Level 4 qualified with at least 2 years experience to join their growing team.

You will be responsible for:

• Checking all compliance paperwork is present
• Confirming client risk profile is determined
• Discussing client objectives with Finanical Advisers and Partners
• Identifying and obtaining the information necessary to compile financial cashflow forecast
• Compiling draft net worth statement; income and expenditure statements and financial
cashflow forecast

You will be expected to provide recommendations by:

• Identifying areas for planning
• Undertaking research both independently and with the Financial Advisers to identify suitable
solutions to meet the clients needs
• Preparing information/comparisons for analysis by planner
• Liaising with client’s legal and tax advisers (if applicable)
• Considering current and future allocation of assets for investment strategy with regard to client
risk profile
• Preparing draft recommendation reports to be discussed/signed off by Advisers

You will need to:
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies


• Act as main point of contact and deal effectively with queries from clients and other parties
through effective communication
• Establish and build strong relationships with clients and attend client meetings with planner
if required
• Organise future planning meetings with client
• Review investment portfolio, asset allocation, risk profile etc
• Send planning figures to client for update and revision in preparation for next meeting
• Initiate review meetings with clients

Key skills/Experience required

• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team

You will need to have your Level 4 Diploma and preferably be Chartered or working towards this qualification.

For more information and to register interest, please email your CV to 

Job Features

Job CategoryFinancial

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