{"id":22086,"date":"2025-02-25T14:37:06","date_gmt":"2025-02-25T14:37:06","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=vacancy&p=22086"},"modified":"2025-02-25T14:37:09","modified_gmt":"2025-02-25T14:37:09","slug":"senior-paraplanner","status":"publish","type":"vacancy","link":"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/","title":{"rendered":"Senior Paraplanner"},"content":{"rendered":"
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Job Overview<\/h3>\n
    \n
  • To support the Head of Paraplanning, ensuring the delivery of high-quality financial planning support to advisers and clients with the support of senior management.<\/li>\n
  • The ideal candidate will have extensive experience in paraplanning, strong technical knowledge of financial products and regulations, and the ability to manage complex cases efficiently.<\/li>\n<\/ul>\n

    <\/h3>\n

    Key Responsibilities<\/h3>\n

    Technical<\/h3>\n
      \n
    • Conduct in-depth research and analysis on financial products, investment opportunities and taxation strategies.<\/li>\n
    • Prepare comprehensive suitability reports and financial planning recommendations in line with regulatory requirements.<\/li>\n
    • Collaborate with financial advisers to develop tailored client solutions, ensuring compliance with industry requirements.<\/li>\n
    • Assist in cash flow modelling, portfolio construction and estate planning.<\/li>\n
    • Ensure adherence to regulatory requirements and internal compliance standards.<\/li>\n
    • Collaborate with financial advisers to support client recommendations and financial strategies.<\/li>\n
    • Keep up to date with changes in legislation, financial products, and industry best practices.<\/li>\n
    • Provide technical expertise and guidance on complex financial planning cases.<\/li>\n
    • Work with the admin team and paraplanning team to ensure they are proficient in completion of annual review packs and spotting opportunities within the client bank with a view to ensuring that the adviser enters a meeting fully equipped with the tools to complete any potential new business.<\/li>\n
    • Oversee and review work completed by junior paraplanners and administrators.<\/li>\n
    • Liaise with providers, investment managers and other third parties to ensure smooth implementation of financial plans.<\/li>\n
    • Ensure all client records and reports are accurately maintained and updated in line with company procedures and FCA guidelines.<\/li>\n
    • Contribute to the continuous improvement of processes and systems within the paraplanning team.<\/li>\n<\/ul>\n

       <\/p>\n

      Customer Service<\/h3>\n
        \n
      • Comply with internal and external Service Level Agreements<\/li>\n
      • Attend client meetings and promote the company\u2019s services in a professional & FCA compliant manner.<\/li>\n
      • Deal effectively with enquiries from clients and third parties<\/li>\n
      • Report any customer service issues or complaints to Practice Manager<\/li>\n<\/ul>\n

        <\/h3>\n

        IT & Systems<\/h3>\n

        To make effective use of the: –<\/p>\n

          \n
        • Case Management and Voicemail systems<\/li>\n
        • Microsoft & Email systems<\/li>\n
        • Use online and \/ or other updating systems effectively<\/li>\n
        • Use the back office system on a daily basis to ensure that tasks are maintained across the team<\/li>\n<\/ul>\n

          <\/h3>\n

          General<\/h3>\n
            \n
          • To demonstrate full commitment to open and honest business practices in line with regulatory requirements.<\/li>\n
          • To make appropriate recommendations for service improvement<\/li>\n
          • To undertake any other appropriate duties as may be required<\/li>\n
          • To attend and complete relevant training<\/li>\n
          • To co-operate with and take part in the business\u2019s appraisal process<\/li>\n
          • To demonstrate support for the Firm\u2019s development and values<\/li>\n<\/ul>\n

            Key Skills & Experience<\/h3>\n
              \n
            • Diploma in Financial Planning (or equivalent) essential; Chartered or working towards Chartered status desirable but not essential.<\/li>\n
            • Extensive experience in paraplanning (3 \u2013 5 years minimum), with a strong technical knowledge of financial planning and products.<\/li>\n
            • Strong understanding of compliance, regulatory requirements, and financial planning principles.<\/li>\n
            • Excellent communication and interpersonal skills, with the ability to collaborate effectively with advisers and other stakeholders.<\/li>\n
            • Ability to work under pressure, manage multiple priorities, and meet deadlines.<\/li>\n
            • Strong analytical and problem-solving skills with attention to detail.<\/li>\n
            • Proficiency in financial planning software and tools<\/li>\n<\/ul>\n

              <\/h3>\n

              Benefits<\/h3>\n
                \n
              • Competitive salary<\/li>\n
              • Flexible working to be able to work from home for part of the week<\/li>\n
              • Professional development opportunities<\/li>\n
              • Pension scheme<\/li>\n
              • On-site parking<\/li>\n<\/ul>\n\n\t<\/div>\n\t
                \n\t<\/div>\n\t
                \n\t<\/div>\n<\/div>\n","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","class_list":["post-22086","vacancy","type-vacancy","status-publish","hentry"],"acf":[],"yoast_head":"\nSenior Paraplanner - CTT Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/\",\"url\":\"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/\",\"name\":\"Senior Paraplanner - CTT Group\",\"isPartOf\":{\"@id\":\"https:\/\/ctt-group.co.uk\/#website\"},\"datePublished\":\"2025-02-25T14:37:06+00:00\",\"dateModified\":\"2025-02-25T14:37:09+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"CTT Group\",\"item\":\"https:\/\/ctt-group.co.uk\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Careers\",\"item\":\"https:\/\/ctt-group.co.uk\/vacancy\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Senior Paraplanner\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ctt-group.co.uk\/#website\",\"url\":\"https:\/\/ctt-group.co.uk\/\",\"name\":\"CTT Group\",\"description\":\"Problem Solvers. Solution Providers.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ctt-group.co.uk\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Senior Paraplanner - CTT Group","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/","twitter_misc":{"Estimated reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/","url":"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/","name":"Senior Paraplanner - CTT Group","isPartOf":{"@id":"https:\/\/ctt-group.co.uk\/#website"},"datePublished":"2025-02-25T14:37:06+00:00","dateModified":"2025-02-25T14:37:09+00:00","breadcrumb":{"@id":"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/ctt-group.co.uk\/vacancy\/senior-paraplanner\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"CTT Group","item":"https:\/\/ctt-group.co.uk\/"},{"@type":"ListItem","position":2,"name":"Careers","item":"https:\/\/ctt-group.co.uk\/vacancy\/"},{"@type":"ListItem","position":3,"name":"Senior Paraplanner"}]},{"@type":"WebSite","@id":"https:\/\/ctt-group.co.uk\/#website","url":"https:\/\/ctt-group.co.uk\/","name":"CTT Group","description":"Problem Solvers. Solution Providers.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ctt-group.co.uk\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-GB"}]}},"_links":{"self":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/vacancy\/22086","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/vacancy"}],"about":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/types\/vacancy"}],"wp:attachment":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/media?parent=22086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}