Senior Paraplanner

Senior Paraplanner
Location: Cardiff
Contract: Permanent – 4 day working week
Salary: £50,000 per annum
Start Date: Flexible
Contact: (url removed)

Job Description
Service Care Solutions are currently working on behalf of a client within the Financial Planning sector, who are looking to recruit a Senior Technical Manager & Paraplanner to join their team in Cardiff.

This is a senior technical role, responsible for supporting Financial Planners with high-quality research, analysis, suitability reports and client recommendations, while also overseeing the workload and development of Paraplanners and Trainee Paraplanners.

The successful candidate will play a key role in maintaining the quality of paraplanning work across the business, supporting complex client cases and ensuring advice documentation is accurate, compliant and tailored to client objectives.

Key Responsibilities
Manage and oversee the workload of Paraplanners and Trainee Paraplanners
Monitor the quality of paraplanning work produced internally and by outsourced paraplanning providers
Liaise with outsourced paraplanning firms and coordinate work to be completed
Act as a point of contact for technical queries relating to paraplanning work
Attend leadership meetings and contribute to wider business discussions
Prepare new and existing client cashflows for cashflow meetings and Annual Strategy Meetings
Review meeting notes and tasks from Financial Planners and carry out agreed actions
Interpret client data gathered by Financial Planners and establish suitable recommendations
Analyse information received from clients and providers to identify appropriate solutions
Contact providers and third parties to gather detailed client and product information
Complete research and ensure this is saved accurately and consistently
Write suitability letters and financial planning reports that are accurate, personalised and aligned to client objectives
Prepare supporting appendices, illustrations, applications and key features documentation
Implement agreed actions following Authority to Proceed notifications
Monitor negative cash positions and recommend appropriate solutions
Complete annual ISA reporting where applicable
Participate in investment committee meetings
Analyse and provide specific client portfolio reporting
Ensure all work is carried out in line with compliance procedures
Keep up to date with legislation, product changes and ongoing CPD requirementsCandidate Criteria
Previous experience in a Senior Paraplanner, Technical Manager or similar technical financial planning role
Strong technical knowledge across pensions, investments, tax wrappers and financial planning processes
Experience writing suitability letters and financial planning reports
Ability to review and assess the quality of paraplanning work
Experience supporting or mentoring Paraplanners / Trainee Paraplanners would be highly desirable
Diploma in Financial Planning or equivalent qualification
Willingness to work towards Level 6 qualification with a recognised professional body
Strong research, analytical and report-writing skills
Excellent attention to detail and ability to work accurately under own initiativeIf you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed