Job Title: Senior Paraplanner - Technical Lead (Client Facing)
Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefits
About the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals. With a small, established team of Financial Planning professionals, they have exciting new expansion plans and as part of their growth, they are seeking an experienced Senior Paraplanner to lead the work of the Technical team at their office. This is also a client-facing role, with some responsibility for supporting existing clients in the absence of the Director, but without any business development or sales targets.
Key Responsibilities:
1. Technical Team Leadership: Oversee the Technical team and provide expertise in complex financial planning matters.
2. Client Interaction: Fill in for the Director and support client meetings, especially during absences.
3. Post-Meeting Action: Receive debriefings from Advisors and ensure follow-up tasks are actioned efficiently.
4. Data Analysis: Research, interpret, and analyse financial data to develop...