Senior Paraplanner
$31,200,000–$41,600,000 year
HybridBasingstoke, England, United Kingdom
Job Summary
Conduct full analysis of clients' requirements, develop cash flow models, and accurately record client data. Construct financial planning solutions for investment, retirement, long-term care, tax, and inheritance tax planning using computer models and reports. Prepare letters and reports while taking full responsibility for client files and back office IT records throughout the advice process. Update cash flow models, investment performance reviews, and supporting reports for client reviews. Service clients' day-to-day needs via telephone, email, and meetings to present solutions and recommendations. Collaborate with colleagues to prepare application and provider forms, and work with solicitors and accountants to implement action plans. Full-time, permanent role in Edinburgh with flexible hybrid working. Requires a Level 4 qualification in financial planning and three years of industry experience.
Required Qualifications
- Diploma in Financial Planning
- 3 years industry experience as a Paraplanner
- Excellent administrative skills
- Excellent research skills
- Excellent report writing skills
- Excellent communication skills
- Excellent analytical skills
- Ability to keep abreast of compliance and regulatory changes
Desired Qualifications
- Preference for working in a structured, planned manner
- Ongoing self-development to maintain appropriate level of CPD for role
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