Senior Paraplanner
at Robert Half International UK

Date Posted: 20/05/2019

Job Description

Ref ID:  06040-0010902255


Senior Paraplanner - Greater Manchester


As a Senior Paraplanner your role is to ensure the quality and standard of financial services reports produced is of a professional standard and the highest quality.

This is a technical function that supports and informs the work of Financial Advisors and Financial Planners in all areas of finance, including pensions, mortgages, general insurance, tax and investment management.


  • Assist the Commercial Manager when updating and rolling out report templates
  • To keep abreast of industry knowledge, update the team and implement into any relevant report templates
  • To undertake peer report checks
  • To arrange report feedback sessions with report writers, paraplanners and consultants to ensure development needs and learning objectives met
  • Assist the Commercial Manager with training on report writing
  • Assist the Commercial Manager with ensuring team have relevant technical and regulatory knowledge to prepare client reports
  • Sit on the Investment Committee and communicate decisions to report writers
  • Training and support of more Report Writers, Graduates and Consultant Support with assistance of Commercial Manager.
  • Assisting the Financial Advisor/Planner in establishing new client relationships and servicing existing Clients
  • Carrying out research and analysing products and services that are appropriate to each client's financial circumstances
  • Proposing and drafting reports / letters outlining financial solutions that meet each client's goals, needs and objectives
  • Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the employing organisation
  • Updating client records utilising internal systems, primarily Intelligent Office and Enable


  • Excellent interpersonal, listening and numerical skills
  • Analytical and research skills
  • Report writing and clear written communication skills, pension protection, investments
  • Professional, ethical and discreet
  • Effective time and caseload management
  • Confidence using IT, database packages and IFA back office systems
  • Experience of transfer of assets
  • Understanding of risk profilers
  • Use of cashflow modellers
  • Experience of business processing
  • Use of analysis tools such as FinEx/Distribution Technology or similar is desirable
  • Use of research tools such as The Exchange/ Synaptics/Selectapension or similar Financial Services is desirable
  • Use of client management systems such as Intelligent Office (iO), Enable or similar is desirable

Qualifications and Training

  • QCA level 4 or above qualification in Financial Services, such as CII
  • Evidence of ongoing CPD and personal training and development

Salary: £35-45k (depending on experience)

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms:

Job Snapshot

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