Paraplanner

Paraplanner Location: Lockington, Derbyshire Working Pattern: Hybrid Job Type: Full-time, Permanent About the Role An excellent opportunity has arisen for an experienced Paraplanner to join a professional Financial Planning team supporting Financial Advisers and high-net-worth clients. The successful candidate will provide high-quality research, technical support and report writing, enabling Financial Advisers to focus on client relationships and business development. You will be responsible for producing detailed, client-focused recommendation and strategy reports, ensuring all work meets regulatory and compliance requirements. Key Responsibilities Provide technical and research support to Financial Advisers Conduct detailed financial research and analysis Prepare high-quality recommendation and strategy reports Produce clear, concise and client-friendly reports in Plain English Support advisers with complex financial planning cases Research and analyse financial products and solutions Provide support across pre- and post-retirement planning Assist with pension transfers and SIPP-related cases Research investment and taxation matters Ensure recommendations are appropriate and in the best interests of the client Maintain a thorough understanding of the financial planning and advice process Ensure all work meets regulatory, compliance and quality standards Provide regular workflow and case updates to Financial Advisers Meet agreed deadlines and service standards Keep up to ..... full job details .....