Job Description
Take the next step in your career and be rewarded with a five‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
Overview of the Role
The Senior Paraplanner plays a critical role in supporting financial advisers by providing advanced paraplanning services, ensuring high quality and compliant financial planning documentation. The Senior Paraplanner delivers detailed analysis, research, and preparation of financial strategies and client reports to assist in effective client engagement and decision making.
Main duties include:
- Conduct comprehensive fact-finding and input client data accurately into financial planning software.
- Develop complex financial models and scenarios to evaluate various strategies.
- Ensure all financial strategies comply with current legislation and regulatory requirements.
- Prepare detailed Statements of Advice ...