Paraplanner
Paraplanner (Hybrid) - Kimbolton£40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led CultureAre you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes?This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment.The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you''ll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture.The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly.The Role:Conduct whole-of-market research to identify suitable financial planning solutionsAnalyse client information and interpret data gathered by Financial AdvisersPrepare suitability reports and recommendation lettersProduce quotations and technical illustrations using industry research toolsProcess new business applications and manage cases through to ..... full job details .....
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