Paraplanner - 18 Months

ParaplannerLocation:Wetherby, West YorkshireSalary: 35,000 - 45,000 Per Annum (DOE)Experience: Minimum 18 Months Paraplanning ExperienceThe Opportunity:We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment.Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients.Key Responsibilities:Prepare comprehensive Financial Plans and Suitability Reports.Conduct technical research and analysis to support financial planning recommendations.Prepare and collate all documentation required to support product and provider recommendations.Attend client meetings where required, taking accurate notes and following up on agreed actions.Manage your own workload effectively, ensuring deadlines are consistently met.Ensure all work complies with regulatory requirements, internal procedures and quality standards.Act as a technical point of contact for clients, advisers and external providers, responding to queries in a professional and timely manner.Build and maintain positive working relationships with clients, advisers and colleagues.About YouTo be successful in this role, you will need:A minimum of 18 ..... full job details .....