Paraplanner - City of London - £55,000 + Benefits

A fantastic opportunity has arisen for an experienced and ambitious Paraplanner to join a highly respected Chartered Financial Planning practice based in the heart of the City. This is a key role supporting a long-established Adviser with over 20 years'' tenure and an estimated £80m AUM, working with a large and loyal client base including many High-Net-Worth individuals (average client size c.£800k).This position is ideal for a career Paraplanner who thrives in a technical, client-focused environment and is committed to delivering high-quality work within a professional, friendly team.The RoleYou will work closely with one Adviser, providing full paraplanning and case management support across pensions, investments, protection and inheritance tax planning. Responsibilities include:Producing detailed and accurate suitability reports for new business and annual reviewsConducting in-depth product and fund research using tools such as Selectapension, FE Analytics and DefaqtoManaging cases from client agreement through to implementationLiaising with providers to gather policy information and ensure smooth processingMaintaining accurate pipeline records and updating clients and the AdviserProducing valuations and managing the annual review processCompleting fact finds and maintaining client files on the back-office systemSubmitting new business on provider platforms and internal systemsMonitoring trail fees, invoicing clients and managing ongoing fee processesActioning fund ..... full job details .....