Job Title : Senior Paraplanner Location: Welwyn and Hybrid Working Company: Birchwood Investment Management Contract : Full time Package : Competitive Salary with good benefits Are you a paraplanner with a passion for working with financial planners? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, we invite you to join us. About Us Birchwood Investment Management is a financial services firm based in Welwyn dedicated to providing comprehensive and personalised financial planning solutions to our clients. We have a strong commitment to excellence and a passion for helping individuals achieve their financial goals. About You This is a great opportunity for an enthusiastic individual who has worked for over four years in a paraplanner role, ideally within a small or medium sized organisation As a member of the paraplanning team, you will work collaboratively with our financial planners and compliance team to deliver quality and tailored financial planning services to our clients. You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value. Key Role Responsibilities As a member of the paraplanning team, you will work collaboratively with our financial planners. Some of your responsibilities include: Financial Planner Support : Providing support to the financial planners in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Reviewing Client Needs : Working closely with the financial planners to review client information from fact finds, meeting notes and existing records to gain a good understanding of the client profile, needs and objectives. Research : Undertaking relevant research and gathering supporting documentation and application paperwork for the advice. Financial Plans : In collaboration with financial planners, constructing high-quality financial plans for clients in a timely manner, ensuring their accuracy, compliance and adherence to industry regulations and internal standards. Quality Assurance : Ensuring client files contain all required documentation to demonstrate compliance and suitability of advice. Cashflow Modelling : Preparation of lifetime cashflow modelling to develop the client’s holistic financial plan. Client Queries : Handling of client queries where required. Teamwork : Working closely with and providing support to the relevant financial planners and other members of the paraplanning team. Working with administrators to ensure they understand the advice given and their objectives. Preparation for meetings – helping the financial planner prepare for meetings by completing the valuation packs and doing all other necessary work. Meeting attendance – attendance at meetings alongside the financial planner to provide support in advising the clients and preparing meeting notes when required. What we need from you You must possess the following skills, experience and attributes: The ability to communicate at all levels with good written and verbal communication skills Good interpersonal skills, be a team player who is supportive of others and promotes a positive working environment and culture Good organisational, analytical and problem-solving abilities Good attention to detail Proficiency in navigating and utilising financial planning software and tools/reporting on common platform providers Good IT skills (Microsoft Word, Excel, SharePoint, Teams etc). Commitment to maintaining the highest ethical standards. Commitment to continued professional development. Your Qualifications To excel in this role, you should possess the following knowledge and qualifications: Good product and solutions knowledge from across the market to include but not limited to pensions, investments (in particular, model portfolios as a core solution for clients), inheritance tax planning and protection A good understanding of UK financial regulations and compliance requirements Proven experience in paraplanning of at least four years Qualified to level 4 Diploma in Financial Planning What’s in it for you? Our people are important to us and we like to reward them for working here. We offer you: Training and development to help you learn and progress in your career in financial services A generous leave package with a shutdown between Christmas and New Year A flexible approach to hybrid working An excellent wellbeing offering to support your physical, mental and financial health A competitive salary and a comprehensive benefits package And it goes without saying that we are an equal opportunities’ employer. Join our team and contribute to our mission of helping clients achieve their financial goals while advancing your career in the financial services industry. Our Application Process To apply, please submit your resume and a cover letter outlining your qualifications and explaining why you are the ideal candidate for this role. You will find our careers section on our company website at https://www.stonewoodwealth.com/careers/ .