Paraplanner

ParaplannerLondon Hybrid Working (Up to 3 Days from Home)£45,000 - £60,000 + Bonus + Exceptional BenefitsA leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London.This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects.The OpportunityWorking closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience.You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning.Key ResponsibilitiesProduce high-quality suitability reports and financial planning recommendations.Conduct technical research to support client reviews and new business advice.Attend client meetings alongside Financial Planners and prepare detailed meeting notes.Brief advisers on key client issues ahead of meetings.Liaise directly with clients to gather information and clarify requirements.Work ..... full job details .....