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Senior Paraplanner

Job Specification

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    Financial Services


    My Client is a successful Wealth Management firm with a National presence. With an amazing culture based around their thriving team.

    Looking for someone to join their team in a Senior Paraplanner capacity.


    Main Purpose of the Role:

    • To assist with the pre and post checking of reports
    • To assist with the maintenance and development of Courtiers’ report writing system/s
    • To assist with the training and support of Trainees

    Duties and Responsibilities:

    • Contribute to corporate development and prosperity, assist other employees, and be involved with their training as required
    • Run support groups and training for Trainee Paraplanners and Trainee Advisers
    • Create training courses via the Education Academy and roll out across the business
    • To assist in the creation, implementation, and development of internal systems, to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
    • Answer technical questions for the business
    • Checking of Paraplanning reports and feedback on issues or better ways of working
    • Pre-screening of Adviser report requests
    • Provide support in improving and updating report templates
    • Assist with updating of Procedures Manual and ensure that it remains up to date
    • To make recommendations as to how the firm’s systems and procedures might be improved


    Salary £45,000 - £50,000
    Speak to one of our consultants 0203 764 2350

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