Paraplanner

ParaplannerHybrid Working £35,000 - £45,000 + BenefitsWe are working with a growing and forward-thinking financial planning business that is looking to recruit a Paraplanner to join its team. This is an excellent opportunity to join a supportive environment where you''ll work closely with experienced Financial Planners and gain exposure to a wide range of technical cases.The business combines modern technology with a highly personalised approach to financial planning, providing advice to private clients, families and business owners. They are committed to delivering excellent client outcomes and investing in the development of their staff.The RoleWorking alongside the Financial Planners, you will provide technical support and research, ensuring advice is delivered efficiently and to a high standard.Responsibilities will include:• Preparing suitability reports and recommendations to agreed deadlines• Undertaking technical research across pensions, investments and protection• Reviewing existing client portfolios and arrangements• Assisting with investment proposition research• Cashflow modelling and analysis• Gathering and interpreting client information from fact finds• Liaising with providers and handling technical queries• Ensuring advice meets FCA and Consumer Duty requirements• Supporting Financial Planners in delivering an excellent client experience• Participating in team meetings and, where appropriate, client meetingsAbout YouApplicants should have previous experience ..... full job details .....