Paraplanner

Job Title ParaplannerLocation: Chipping Norton (Hybrid)Salary: Competitive, dependent on experienceAn established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does.The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases.The RoleA fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling.Key ResponsibilitiesPrepare suitability reports, cashflow models, and technical research to support Financial Planners.Conduct detailed research on pensions, investments, and protection solutions.Ensure all documentation meets FCA regulatory requirements and internal compliance standards.Liaise closely with advisers to ensure accurate and timely client recommendations.Support continuous improvement of paraplanning processes and workflows.Key RequirementsExperience as a Paraplanner within an IFA or wealth management firm.Level 4 Diploma in Financial PlanningStrong technical knowledge of pensions, ..... full job details .....