Paraplanner

Paraplanner London £45,000-£50,000 + Up to 12% Bonus An established Chartered financial planning firm is looking for an experienced, Diploma-qualified Paraplanner to join its London team. This is a technically focused position offering involvement throughout the financial planning process, including the opportunity to attend client meetings. You will conduct research, formulate recommendations, complete cash-flow modelling and produce high-quality suitability reports while working closely with experienced Financial Planners. The business also offers genuine long-term progression. Paraplanners are supported towards Chartered status, and three people have progressed from paraplanning into financial advice roles during the past year. The role You will take ownership of cases and provide comprehensive technical support to Financial Planners and their clients. Your responsibilities will include: Conducting detailed financial planning research and analysis Formulating suitable planning recommendations Preparing pre-meeting analysis and documentation Producing technically accurate suitability reports Completing cash-flow modelling Attending client meetings and taking detailed notes Liaising directly with clients when appropriate Working closely with Financial Planners and the Client Service Team Managing your own workflow and deadlines Maintaining accurate client records Keeping up to date with technical, market and regulatory developments Contributing to projects and process ..... full job details .....