Paraplanner - Hybrid Working

About the RoleHybrid Working - Up to 4 Days Working From HomeWe are looking for an experienced Paraplanner to join our growing financial planning team.The successful candidate will work closely with and primarily support one Financial Adviser, providing technical research, suitability report writing, and financial planning recommendations across a range of client cases. This is an excellent opportunity for a paraplanner looking to further develop their technical expertise while working on complex and rewarding financial planning solutions.This is a hybrid role, offering up to 4 days per week working from home.Key ResponsibilitiesResearch and analyse financial products and providers, producing suitability reports and recommendationsConduct annual client reviews, including research and analysis where appropriateMonitor investment funds and ensure recommendations align with client objectives and risk profilesReview product changes and provide technical support to the Financial AdviserAttend adviser meetings and provide technical input on client casesPrepare documentation using approved templates and processesObtain pre-approvals for different types of business and ensure compliance requirements are metMaintain accurate records and support efficient back-office processesAbout YouExperienced Paraplanner with at least 2 years'' report-writing experienceLevel 4 Diploma qualified or working towards qualificationStrong knowledge of pensions, investments, protection, trusts, and ..... full job details .....