We are working on behalf of our client, a well-established and growing wealth management brokerage, to recruit an experienced Paraplanner.
This is an excellent opportunity to join a professional and client-focused organisation where you will play a key role in supporting and contributing to the delivery of high-quality, tailored financial advice.
What you need Diploma / QFA (or equivalent) preferred Previous experience in a paraplanning or financial services support role Strong technical knowledge of financial planning products and advice processes Excellent attention to detail and analytical skills Strong report writing and written communication ability Ability to manage workloads effectively and meet deadlines Experience with financial planning tools and systems Responsibilities Gather, review, and analyse client information to ensure accuracy and completeness Research suitable financial solutions across pensions, investments, and protection Prepare clear, compliant suitability reports and supporting documentation Assist in developing financial plans aligned to client objectives Utilise cashflow modelling tools to support recommendations where required Liaise with providers and third parties to obtain relevant information Maintain accurate client records in line with compliance standards Support ongoing client servicing, including annual review preparation Skills: financial planning retirement pensions investments Benefits: bonus