Paraplanner

ParaplannerSalary: Up to £50,000 + BonusLocation: Bath City Centre (Hybrid)A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team.This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long-term progression, with opportunities to move into senior and leadership responsibilities as the team develops.Working closely with advisers, you will be responsible for delivering high-quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant and tailored to client objectives.Key Responsibilities:Preparing detailed suitability reports and recommendation lettersConducting technical research across pensions, investments, protection and estate planningProducing cashflow modelling and financial planning analysisSupporting advisers with complex client cases and financial planning strategiesEnsuring advice files meet regulatory and compliance standardsLiaising with providers and investment managers where requiredContributing to the ongoing development of paraplanning processes and best practiceRequirements:DipPFS / Level 4 qualified as a minimumProven paraplanning experience within a financial planning environmentStrong suitability report writing experienceAbility to manage complex cases ..... full job details .....