Senior Paraplanner — Flexible Hours, High-Impact Reports

Saltus Partners LLP; Borehamwood; On-site; GBP 35,000 - 50,000; Full time

Job summary

A financial planning and investment management firm in Borehamwood seeks an experienced paraplanner. The role involves analyzing client data, producing cash flow models, and writing suitability reports. The ideal candidate will possess strong technical financial knowledge, excellent communication skills, and a Level 4 CII diploma in financial planning with at least three years of paraplanning experience. The role offers a competitive salary ranging from £35,000 to £50,000 and supports flexible working arrangements.

Benefits

25 days holiday plus bank holidays

Life assurance

Income protection

Pension plan

Flexible benefits platform

Qualifications

• Minimum of 3 years’ experience within a paraplanning role.
• Strong IT skills; experience with specific financial tools advantageous.
• Confident dealing with high net worth clients.

Responsibilities

• Analyse client information and existing investments.
• Construct solutions and make recommendations.
• Write high-quality suitability reports.
• Run cashflow models for clients.
• Attend client meetings when necessary.

Skills

Strong technical knowledge of financial products

Excellent communication skills

Attention to detail

Experience with Curo

Experience with FE Analytics

Experience with Voyant

Education

CII Level 4 diploma in regulated financial planning

Job description

A financial planning and investment management firm in Borehamwood seeks an experienced paraplanner. The role involves analyzing client data, producing cash flow models, and writing suitability reports. The ideal candidate will possess strong technical financial knowledge, excellent communication skills, and a Level 4 CII diploma in financial planning with at least three years of paraplanning experience. The role offers a competitive salary ranging from £35,000 to £50,000 and supports flexible working arrangements.