Paraplanner

ParaplannerRemote WorkingFlexible and Remote Working Study Support Career Progression Pension Scheme Life Assurance Health and Wellbeing BenefitsAn established and growing Wealth Management business is seeking an experienced Paraplanner to join its technical team.This is a fully remote opportunity, offering the chance to work closely with Financial Advisers and senior stakeholders while providing high-quality technical support across a broad range of financial planning areas, but advocating work/life balance.The RoleSupporting Advisers with technical research and financial planning recommendationsProducing suitability reports, recommendation letters and client-facing documentationAssisting with pension, investment, protection and tax planning casesReviewing and updating client reports in line with objectives and risk profilesConducting technical research and analysing product solutionsWorking closely with advisers to deliver tailored financial planning strategiesEnsuring all work is completed in line with regulatory and compliance requirementsAbout YouDiploma qualified in Financial Planning, Certificate in Paraplanning or equivalentStrong technical knowledge across pensions, investments, protection and wider wealth management solutionsExperience producing suitability reports and supporting the advice processGood understanding of FCA regulations and compliance requirementsStrong analytical, communication and report-writing skillsAble to work independently while collaborating ..... full job details .....