We’re currently recruiting for an experienced Paraplanner to join a well-established and growing financial planning firm.
This is a fantastic opportunity to become part of a supportive team where you’ll work closely with Financial Advisers, providing technical research and producing high-quality suitability reports across a wide range of financial planning cases.
The Role
- Conduct research across pensions, investments and protection.
- Prepare compliant suitability reports and recommendations.
- Carry out cashflow modelling and technical analysis.
- Liaise with advisers, providers and administrators to progress client cases.
- Support the delivery of holistic financial planning advice.
- Keep up to date with FCA regulations and industry developments.
About You
- Previous experience as a Paraplanner within an IFA or wealth management firm.
- Diploma qualified (or working towards Level 4).
- Strong technical knowledge of pensions, investments and protection.
- Experience using financial planning software such as Intelligent Office, Voyant, FE Analytics or similar is advantageous.
- Excellent attention to detail and communication skills.