Senior Paraplanner
Role overview
We are looking for a Senior Paraplanner to own the technical quality of our advice and keep it in line with our client proposition. You will work alongside our financial planners to turn fact-finds into clear, compliant, well-researched recommendations.
Our proposition. Four Pillars Financial Planning offers ongoing, cashflow-led financial planning rather than one-off product advice. The Senior Paraplanner helps shape how that proposition is delivered: our centralised investment approach, our review process, and the standard of every report that reaches a client.
Why join us
- A senior role with real influence over process, research and technical standards
- Direct contact with planners and, where it adds value, with clients
- Support and funding for further qualifications
- A firm that invests in its software and keeps its systems current
Working pattern: office-based, with a minimum of four days a week in the office initially.
Key responsibilities
The role covers the full breadth of our advice, not a single product area.
Advice and research
- Analyse fact-finds, risk profiles and capacity for loss; flag gaps before research starts
- Research and compare pensions, investments, platforms and protection, and document the rationale
- Build and review cashflow models to support recommendations
- Write clear, client-frie...
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