Senior Paraplanner

MERJE is excited to present an exceptional opportunity for a Senior Paraplanner in the Wealth Management sector. This role offers a chance to work with a leading firm, contributing to their financial planning services. The ideal candidate will have extensive experience in paraplanning and a passion for supporting the business deliver exceptional advice to their client base.

Location: UK-based with hybrid working arrangement. Employees are expected to work in the office 3-4 days per week.

The Company

This prestigious Wealth Management firm has a global presence with a strong foothold in Europe. They are known for their innovative approach to financial planning and commitment to client satisfaction. The company offers a supportive work environment and excellent opportunities for professional growth.

The Role

As a Senior Paraplanner, you will play a crucial role in supporting financial advisers and ensuring the delivery of high-quality financial plans. This position offers competitive remuneration and the opportunity to work with a diverse client base in a dynamic, fast-paced environment.

Key Responsibilities:

• Prepare comprehensive financial plans and reports for clients
• Conduct in-depth research on financial products and investment opportunities
• Liaise with financial advisers to gather client information and understand their needs
• Ensure compliance with regulatory requirements and company policies
• Contribute to the continuous improvement of paraplanning processes

Required knowledge and experience:

• Proven experience as a Senior Paraplanner in the investment or wealth management sector
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal abilities
• Proficiency in financial planning software and Microsoft Office suite
• Relevant qualifications such as Diploma in Financial Planning or equivalent

Applicants must be located and eligible to work in the UK without sponsorship.

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