Job Information

We are recruiting for an experienced, motivated Paraplanning manager/ Senior Paraplanner to join a rapidly growing team for a boutique wealth management practice within the prestigious FTSE 100.


The role will focus on and require the following
� To provide paraplanning support to the practice�s directors. Assist in all aspects of practice�s operations, including but not limited to, following up with 3rd party providers, helping prepare transfer paperwork, entering pension and investment bond data into proprietary software, conducting analysis of prospective clients� existing holdings, and formatting and producing recommendation materials.
� Will require individuals with first-class technical knowledge across pensions, investments, individual and family protection and inheritance tax planning strategies
� Alongside Para planning duties responsibilities include supervising a small team of Para planners/ Administrators necessitating a candidate with the ability to support technically, motivate and lead.
� Superb report writing skills and a highly professional approach. This is particularly significant given the quality of client serviced and this is a very hands-on support role.
� Diploma qualified as a minimum, (also/or ideally G60 or AF 3) have the ambition to reach Chartered status and be highly experienced within the financial planning arena.
� Alongside this candidates will be professional, enthusiastic and extremely dedicated, befitting the overall culture at the firm.
� Produce accurate KPI stats.
� Ensure that the team are producing accurate and compliant client files and suitability reports
� Review diary to prepare for forthcoming appointments
� Conduct pre-brief and post-brief meetings with advisers before





Roles Requirements:
� Diploma qualified with G60/AF3 qualification and Chartered Status or working towards it
� 3 years+ demonstrated experience working within financial planning/ wealth management environment
� Pension/Investment transfer experience
� Knowledge of pension, investment and life products
� Good technical knowledge ideally to Advanced Financial Planning exams from CII/CISI





The practice offers an extremely competitive package. The salary on offer can go as high as £60,000 OTE for the right person (upper end of the salary will be paid in recognition of strong technical knowledge, individual performance and their additional operational/leadership experience)