Full job descriptionThe OpportunityWe are working with a well-established and growing financial planning firm seeking an experienced Paraplanner to join their team.
This is an excellent opportunity for someone with strong technical knowledge and report-writing experience who enjoys working in a collaborative environment and supporting advisers with high-quality client outcomes.
Key Responsibilities*Preparing suitability reports and client documentation
*Conducting product and provider research
*Supporting advisers with technical case preparation
*Assisting with financial reviews and recommendations
*Maintaining accurate client records and documentation
*Keeping up to date with industry and regulatory changes
Requirements*Previous Paraplanning experience
*Experience writing suitability reports
*Strong knowledge of pensions and investments
*Excellent communication and organisational skills
*Good IT and Microsoft Office skills
*Level 4 Diploma advantageous, but not essential
*Ability to work efficiently and manage deadlines
Benefits*Competitive salary package
*Pension
*Supportive working environment
*Career development opportunities
If you are an experienced Paraplanner looking for your next opportunity, we would love to hear from you. Please contact Josie today!