Full-Time Diploma Qualified Paraplanner-Location-Aylesbury -Salary- Circa and;45,000 + Ben

Are you a Diploma Qualified Paraplanner looking to join a growing, forward-thinking wealth management practice where your expertise will genuinely make an impact? Our client is an ambitious and expanding wealth management firm that has experienced significant growth and is now seeking an experienced Paraplanner to support the next stage of its journey. This is an excellent opportunity to join a business where your technical expertise, ideas and initiative will be recognised and valued. Working alongside experienced Financial Advisers, you''ll play a key role in delivering exceptional client outcomes while helping to develop efficient processes and systems as the firm continues to grow. The Role As a Diploma Qualified Paraplanner, your responsibilities will include: Preparing high-quality suitability reports and recommendation letters. Conducting technical research across pensions, investments and protection. Providing pre- and post-meeting technical support to Financial Advisers. Liaising with providers and clients where appropriate. Managing cases through Intelligent Office (iO) and ensuring accurate client records. Assisting in the development of report templates, workflows and operational processes. Supporting the continued growth and evolution of the paraplanning function. About You To be successful, you will ideally have: Level 4 Diploma in Regulated Financial Planning (or equivalent). Previous Paraplanning experience within an Independent Financial Adviser (IFA) or ..... full job details .....