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Permanent

Senior Paraplanner

High Wycombe
money-bag 50000.00-50000.00 Annual
3161810608
Posted Today

Senior Paraplanner Location: Chiltern Salary: £50,000 - £60,000 Working Pattern: Hybrid Overview We are looking for an experienced Senior Paraplanner to join a professional and established financial planning team in Cambridge. This is a key role within the business, providing high-quality technical and research support to Financial Planners and contributing to the delivery of comprehensive, compliant and client-focused financial advice. The successful candidate will have strong technical knowledge, excellent report-writing skills and the confidence to manage complex cases from research through to implementation. You will work closely with Financial Planners, taking ownership of cases and ensuring work is delivered accurately, efficiently and to a consistently high standard. This role would suit an experienced Paraplanner looking to take the next step in their career, or an established Senior Paraplanner who enjoys working on complex financial planning cases within a collaborative and professional environment. Key Responsibilities • Prepare detailed financial planning and suitability reports for Financial Planners to present to clients • Provide comprehensive technical and research support across complex financial planning cases • Conduct detailed research into pensions, investments, protection, tax planning and other financial planning solutions • Analyse clients'' existing arrangements and financial circumstances against their objectives and requirements • Assist ..... full job details .....

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