Paraplanner

Paraplanner (Level 4 Diploma Qualified)Location: Thames DittonSalary: Up to £50,000 (dependent on experience) + bonus and benefitsA highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases.The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.Key ResponsibilitiesAnalyse client information including fact finds, existing records and adviser meeting notesConduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planningSupport advisers in preparation for client meetings and reviewsAnalyse existing client portfolios and identify planning opportunitiesResearch financial products and providers to support appropriate recommendationsPrepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planningAttend client meetings alongside Financial Advisers when requiredWork closely with internal teams to ensure efficient processing and submission of ..... full job details .....