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Senior Paraplanner 

Salary £35-£45K 

Based in Bristol/St. Asaph
12 month FTC
Ref: SAN326


Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals.
We are part of Sanlam, the global AA-rated financial services group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.           
Based in our offices in Bristol, London or North Wales (St.Asaph) we are currently looking for a Senior Paraplanner to join our fantastic team on a 12 Month FTC maternity cover contract.
The role
As part of a centralised team you will work proactively with advisers, compliance and product providers to help design and deliver first class; client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.
As a Senior Paraplanner; we’re looking an experienced professional with extensive pension’s knowledge to work on our more complex pension cases and provide support, guidance and training on occupational pensions and Trust/Tax planning to the wider Paraplanning team.
As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers. Using our cutting edge back office system you will also assist our dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.
Skills and experience
Successful candidates are likely to demonstrate the following:

  • Level 4-6 qualified (with preference given to those with AF3)
  • Extensive Paraplanning experience
  • Extensive pensions knowledge
  • Trust/Tax planning knowledge
  • The ability to provide support and training.
  • Strong analytical and research skills
  • Strong report writing and verbal /numerical skills

If you think you're our sort of person, please email resourcing@sanlam.co.uk with your details.

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