Paraplanner

Hybrid Working Annual Bonus Scheme Hybrid 2 days per week inc every Friday at home Career DevelopmentLocation: Uxbridge, West London (Hybrid)About the RoleWe''re working with a growing independent financial planning practice looking to appoint an experienced Paraplanner to support its team of Financial Advisers.This is an opportunity to join a collaborative business where quality advice, strong client relationships and teamwork are at the heart of everything they do. You''ll provide technical support across the full financial planning process, helping advisers deliver tailored recommendations across pensions, investments and protection.Key ResponsibilitiesPrepare suitability reports across pensions, investments and protection.Carry out technical research and product analysis.Support advisers with complex case preparation.Review Letters of Authority (LOAs) and provider information.Liaise with providers and investment platforms.Maintain accurate records using Intelligent Office (iO).Keep up to date with regulatory and technical developments.About YouYou''ll have experience working as a Paraplanner within an IFA or Wealth Management firm together with:Strong knowledge of pensions, investments and protection.Experience producing suitability reports.Excellent analytical and report-writing skills.Strong attention to detail and organisational skills.Diploma qualified or working towards Chartered status (desirable).Experience with Intelligent Office and FE Analytics is ..... full job details .....