This Senior Paraplanner job offering hybrid working in Cardiff is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.

You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.

As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:

• Prepare and submit technical and compliance pre-approval forms
• Providing accurate, timely and compliant suitability reports
• Utilising technology to produce accurate solutions
• Undertake financial calculations including CGT and annual allowances
• Ensuring all advice documentation is compliant
• Effectively communicating internally and externally
• Working closely with the Financial Adviser’s to gather sufficient information
• Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly

In addition, as a Senior Paraplanner you will assist the paraplanning leadership team with various tasks. For example, workflow management to ensure the collective team achieve KPIs and work effectively; monitoring quality standards; review templates and processes to ensure these are fit for purpose; assist with identifying gaps in knowledge across the team so that support can be provided.

Senior Paraplanner Requirements

• You should have strong experience as a Paraplanner
• You should technical knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
• You should be confident undertaking research and financial calculations
• You should have a willingness to help and support others
• You should hold full Level 4 Diploma in Financial Planning (or equivalent)

The Company

This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

Senior Paraplanner Benefits

• Salary of up to £50,000 depending on experience plus company benefits
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday BHs, rising by 1 day per year up to 30 days
• Hybrid working after being signed off as competent (typically in line with probation sign off)
• 37.5 hours per week
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

Cardiff

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