Paraplanner

Technical ParaplannerLocation: Chew Valley (Office-Based)Salary: CompetitiveHours: Monday-Thursday 8:45am-5:00pm (Friday: 8:45am-12:45pm)Transport: Own transport essential due to locationAbout the RoleWe are seeking an experienced Technical Paraplanner to join a highly respected, independent financial planning firm. This is a key hire within the business, replacing a senior paraplanner who has been promoted, alongside another team member who is approaching retirement, making this an excellent opportunity for a long-term career move within a stable and well-established environment.This is a genuinely technical, hands-on paraplanning role within a holistic, whole-of-market advisory firm that places strong emphasis on quality advice and in-depth research. Unlike many larger organisations, the business does not rely on templated reports or outsourced investment solutions, instead maintaining full control over advice quality and investment decisions across a wide range of platforms.Key ResponsibilitiesProvide high-level technical paraplanning support to financial advisersPrepare detailed suitability reports and complex financial planning recommendationsConduct in-depth research across multiple platforms and product providersSupport advisers with pre-sale case preparation and technical analysisAssist with pension transfer analysis and pre-approval work where applicableLiaise with providers and platforms to obtain and interpret technical informationEnsure all advice is compliant, ..... full job details .....