Required Skills
Level 4 Diploma in Financial Planning
Technical Analysis
Report Writing
Regulatory Knowledge
Investment Product Knowledge
Cashflow Modelling
Research Skills
Job Summary
Our client, an award-winning financial services group in Welwyn Garden City, specialises in expert investment advice and wealth management strategies. They are seeking an experienced Senior Paraplanner to join their progressive team.
The successful candidate will work in partnership with Financial Planners, providing technical expertise and genuine input into tailored client solutions. The firm embraces leading industry technology and offers excellent career development opportunities.
Experience
Minimum Level 4 Diploma qualified with demonstrable experience in a technical paraplanning role. Strong understanding of UK regulatory requirements, financial planning, and investment products essential. Experience in cashflow modelling and suitability report writing required.
Job Responsibilities
- Technical analysis of client portfolios and objectives
- Production of detailed suitability reports and recommendations
- Cashflow modelling and scenario analysis
- Research and analysis of financial solutions
- Compliance oversight and suitability review
- Client meeting preparation and attendance
- Technical support to Financial Planners
Job Benefits
- Excellent Salary
- Career development opportunities
- Professional qualification support
- Training and mentoring programme
- Award-winning company culture
- Leading industry technology
Desired Skills
Working towards Level 6 Advanced Diploma
Client Facing Experience
Team Leadership Experience
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