Senior Paraplanner

Seeking a Senior Paraplanner for the Technical Team, responsible for crafting and delivering financial planning solutions.

Role: Senior Paraplanner
Employment Type: Full-time
Location: Central London
Experience: Min. five years relevant industry experience required
Education & Qualifications: Graduate preferred, with Chartered (or equivalent) industry qualifications
Salary: From £60,000

Company Overview:

Strabens Hall is a Chartered Financial Planning firm renowned for its commitment to excellence as evidenced by winning the City Wealth Magic Circle award for Financial Advisory Firm of the Year consecutively for two years.
Further development and growth has created an exciting opportunity within the Technical Team at our London office.

Role Summary:

We require an industrious and articulate, qualified and experienced professional with a strong foundation in financial services. The selected candidate will play a pivotal role in supporting our advisers through the design and subsequent delivery of financial planning reports and solutions.

Key Responsibilities:

Technical Services:

• Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
• Sourcing of external provider solutions.

Drafting advice:

• Input into the design of planning solutions and the subsequent drafting of the advice to clients.
• Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team.

Interaction with clients:

• Stay updated with industry news and trends.
• Professionally address and acknowledge client queries promptly.

Other Duties:

• Engage in mentoring or support sessions as necessary.
• Record time and activities with accuracy

Desirable Skills and Experience:

• Familiarity with a range of products and solutions, including domestic and offshore options.
•A strong eye for detail and accuracy; excellent written and verbal communication standards
• Demonstrable ability to work commercially and independently.

Who Will This Role Suit?

An individual who approaches work with a positive, proactive attitude, demonstrating the willingness to exceed expectations. The successful candidate will embrace responsibility, take pride in their work, engage proactively with all stakeholders, and be keen to advance their career at a leading advisory firm.

Perks and Benefits:
• Support for professional career studies.
• Competitive remuneration complemented by a discretionary bonus scheme.
• Inclusive of qualifying pension, healthcare, cycle to work, and annual travel loan schemes.

About Strabens Hall
Established in 2007, the firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals. Strabens Hall has offices in London and France and serves clients internationally.

Working at Strabens Hall
You will find working in Soho a feast for the eyes, with a vast variety of shops, cafes, bars and eateries to explore along the busy side streets, with lots of interesting people. We are based just a moment’s walk away from the bustling stores on Oxford Street and Regent Street, with Chinatown and Theatreland nearby. A variety of public transport and travel links are widely available.

We hold regular in-house and external events for professionals which all members of our team are encouraged to attend. We provide quarterly team events, and an annual away-day each summer with the team taking part in ad hoc sporting and charity events.
Flexible and hybrid working arrangements are available for the right candidate subject to passing probation and general performance.

If you would like to join our hard-working, friendly, professional team, send a copy of your current CV along with a covering letter to careers@strabenshall.co.uk