Full job descriptionJob Title: Senior Paraplanner
Industry: Financial Services
Location: Alderley Edge, Cheshire
Salary: Up to £60,000
Job Ref: 10382
Recruit UK are working with an esteemed financial planning firm in Cheshire. Due to expansion, they have an exciting opportunity for a Senior Paraplanner to join their team.
In this role, you will provide high quality technical support to the Financial Planners before, during and after annual planning meetings and maintain the client relationship in the interim periods. You’ll play a key part in delivering high-quality advice solutions and ensuring a seamless client experience.
Key Responsibilities
*Management of client relationship between meetings
*Ensure company processes adhered to.
*Challenge financial planner if required.
*All FP aspects of Voyant client records up to date, well annotated and understood
*Internal systems kept up to date with any changes that affect the client’s financial plan.
*Responsible for the accuracy of any client-facing systems
Skills & Experience
*Ability to demonstrate ownership and independence in previous roles
*Strong technical knowledge of pensions, investments, and retirement planning.
*Ability to extract and interpret relevant information from fact finds to produce cohesive reports.
*Have experience of using the Voyant Financial Planning software
*Knowledge of financial planning as distinct from financial advice
Experience with:
*Ability to read, digest and assimilate information
*Highly organised, methodical, analytical and disciplined
*Excellent verbal and written communication skills
*Cashflow modelling
*Systems Experience – Curo, FE Analytics, O&M Pension Profiler, Genovo, Exchange/Assureweb, Defaqto
*A client-focused approach, with a commitment to excellence and relationship-building.
*Exceptional attention to detail and adherence to compliance and quality standards.
What’s in it for you:
*Salary up to £60,000
*30 days + BHs (need to take 3 days over Xmas)
*Flexible working hours
*Up to 10% Pension matched
*PMI, DIS
*Cycle to work, electric car scheme, Free gym
*4 days a year - social events (Chester races etc)
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services professionals. Recruit UK are pleased to be working with a leading wealth management team in Cheshire on this Senior Paraplanner role.