Paraplanner

Paraplanner, East HertfordshireOffice basedUp to £45,000 (negotiable)A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients.RoleThe paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards.Key Responsibilities:Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planningPrepare suitability reports, recommendation summaries and technical documentationAssist with fact-find analysis and identify appropriate financial planning strategiesCarry out product and fund comparisons, portfolio analysis and cashflow modellingEnsure compliance with FCA regulations and internal proceduresMaintain accurate records and support the advice process from initial enquiry to implementationBenefitsSalary up to £45,000 (negotiable)Study support for further professional qualificationsPension and life assurance schemeSupportive working environment focused on ..... full job details .....