Are you an experienced Paraplanner eager to make a significant impact within a prestigious Wealth Management firm? Our client is seeking a Senior Paraplanner to provide bespoke technical support to a team of IFAs, while also mentoring and coaching less experienced paraplanners.
Main Duties
Delivering tailored technical assistance to financial planner helping them to maintain long-standing, loyal relationships with both private and commercial clients.
Offering support, training, and coaching to junior paraplanners, fostering their growth and development.
Trouble shooting on technical cases and supporting the team manager.
Evaluating existing investment and pension arrangements, assessing risk profiles, and conducting comprehensive market research to craft bespoke recommendations on wealth portfolios.
Creating professional suitability reports and letters from scratch, meticulously tailored to each client's unique circumstances and needs. A strong command of the English language is crucial for this task.
Other ad hoc tasks to help the wider team flourish in collaboration with head of department.
Key Skills and Experience
Proven experience in delivering technical paraplanning support to Independent Financial Planners.
Outstanding communication skills, both verbal and numerical, with an exceptional attention to detail.
Leadership or coaching experience would be advantageous but not essential.
Minimum Level 4 Diploma qualified status.
Extensive technical knowledge of whole of market pensions, investments, and protection.
This role offers a unique blend of technical challenges and leadership opportunities, ensuring you play a vital role in the growth and success of this Wealth Management practice.
If you are ready to take your career to the next level, or even if you just want to find out a little more, contact us now via jenny @ tempestjones . com