Paraplanner - London - up to £55k + discretionary bonus

The OpportunityOur client is seeking an experienced and technically proficient Paraplanner to join a successful and growing financial planning team. Working closely with Financial Advisers, you will play a pivotal role in delivering high-quality holistic financial planning solutions to a diverse portfolio of clients.This is an excellent opportunity for an ambitious paraplanner who enjoys complex planning work and wants to be involved in every stage of the client journey, from research and cashflow modelling through to financial planning recommendations and ongoing reviews.Key ResponsibilitiesPrepare for and attend client meetings alongside Financial AdvisersTake detailed meeting notes and follow up on technical matters arising from discussionsGather, analyse and interpret detailed financial information from clients and professional advisersResearch and formulate appropriate planning solutions to meet clients'' objectivesProduce clear, accurate and compliant suitability reportsCreate and maintain detailed lifetime cashflow forecasting modelsSupport the development of bespoke financial plans covering: Retirement planningInvestment and wealth management strategiesTax planningEstate, succession and legacy planningProtection and contingency planningConduct ongoing reviews of clients'' financial arrangements and objectivesRespond to complex technical queries from clients and advisersBuild strong working relationships with clients and professional connectionsWork collaboratively ..... full job details .....