Paraplanner

We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice.Key ResponsibilitiesPrepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial productsReview client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documentedSupport Financial Planners with the preparation of client annual reviewsGather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirementsConduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategiesCommunicate with product providers to obtain policy information, valuations, illustrations and documentationAssist advisers with meeting preparation and post-meeting follow-upsConduct Anti-Money Laundering checks and identity verificationEnsure client records and documentation meet regulatory and internal compliance standardsMaintain accurate and up-to-date records ..... full job details .....