Paraplanner

Are you a Paraplanner looking for more than just another job?

Become part of a forward-thinking financial planning firm where your expertise is trusted, your ideas are valued, and your development is supported.

Benefits:

Salary up to £50k

Hybrid working after 3 months’ probation (then 1 week 3 days office, 2 days home, 2nd week 3 days home, 2 days office)

Death in Service x 2 salary (after probation)

Auto enrolment Pension

23 Days holiday

Responsibilities include:

• Produce accurate and compliant suitability reports across pensions, investments, protection and estate planning.
• Conduct technical research to support advisers in delivering tailored financial planning solutions.
• Analyse client information and make appropriate recommendations based on individual objectives.
• Prepare and review cashflow planning reports using financial planning software.
• Liaise with providers to obtain policy information, valuations and illustrations.
• Ensure all recommendations comply with FCA regulations and internal compliance standards.
• Support Financial Advisers before and after client meetings by preparing meeting packs and technical documentation.
• Maintain accurate and up-to-date client records using the firm's CRM system.
• Keep abreast of legislative, regulatory and p...