Paraplanner

ParaplannerLocation - Farnham, Surrey (GU9) Hybrid or Remote workingSalary - Negotiable - Highly CompetitiveThis is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients. You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process.You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients'' needs.Key Responsibilities: ParaplannerTechnical SupportConduct research across pensions, investments, protection, and estate planning solutionsPrepare and write clear, compliant, and client-focused suitability reportsAnalyse existing client arrangements and identify opportunities to enhance current plansAssist with technical queries and financial planning strategiesCase OwnershipAssist in managing cases from beginning to end, alongside the Advisers and administration teamWork closely with the administration team to ensure applications are processed accuratelyMonitor progress of business submitted and liaise with providers where necessaryEnsure all client files and back-office systems are fully ..... full job details .....