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Permanent

Senior Paraplanner

Warrington
money-bag 45000.00-45000.00 Annual
3085434376
Posted Today

Senior ParaplannerLocation: WarringtonContract: PermanentSalary: £45,000 - £50,000 per annum Start Date: FlexibleContact: .ukJob DescriptionService Care Solutions are recruiting for a Senior Paraplanner to join an independent financial planning firm based in Warrington. The business is focused on providing clear, straightforward financial advice to individuals and families across Cheshire and the surrounding areas.As a Senior Paraplanner, you will act as the technical lead within the paraplanning function, supporting Financial Advisers with high-quality research, report writing, and financial analysis. You will also provide guidance and mentoring to junior team members, helping ensure advice quality, regulatory compliance, and continuous development within the paraplanning team.Key Responsibilities Prepare complex suitability reports and financial planning recommendations.Conduct detailed research across pensions, investments, protection, and tax planning strategies.Produce cashflow modelling and technical analysis to support client advice.Work closely with advisers to develop appropriate financial planning strategies for clients.Provide technical guidance, mentoring, and training to junior paraplanners.Act as a quality control point for paraplanning output and advice documentation.Support advisers and the wider team with technical expertise on complex cases.Prepare client meeting documentation and supporting analysis.Liaise with product providers to obtain illustrations, val

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