Paraplanner

Technical Specialist / Senior Technical Assistant (Paraplanner)Location: Gerrards Cross, BuckinghamshireSalary: Up to £40,000 per annumWorking Pattern: Hybrid WorkingAre you an experienced Paraplanner or Technical Specialist looking to take the next step in your career with a highly respected financial planning business?We''re seeking a technically strong and client-focused Technical Specialist / Senior Technical Assistant (Paraplanner) to join our growing team in Gerrards Cross. This is an excellent opportunity for someone who enjoys combining technical analysis, financial planning research, and client interaction while working closely alongside Advisers and a supportive Client Services team.With outstanding benefits, a collaborative culture, and genuine investment in professional development, this role offers the perfect environment to continue building your career within financial planning.The RoleSupporting Advisers throughout the client journey, you''ll play a key role in delivering high-quality financial planning solutions and helping clients achieve their long-term objectives.Key responsibilities include:Preparing and supporting client review and new business meetingsGathering and analysing client informationConducting technical research across pensions, investments and protectionProducing detailed suitability reports and recommendation documentsUndertaking cashflow modelling using VoyantUsing Genovo to assist with report writing and suitability documentationLiaising ..... full job details .....