Paraplanner

Paraplanner Hybrid Working Growing Independent Financial Planning FirmNigel James Associates are working with a growing independent financial planning business as they look to appoint an experienced Paraplanner to support their team of Advisers.This is an excellent opportunity to join a financially secure, client-focused firm that has built a strong reputation for delivering high-quality holistic financial planning advice. The company is in a strong phase of growth, with increasing client demand and ambitious long-term plans, making it an exciting time to join the business.You''ll be responsible for undertaking technical research, preparing suitability reports, assisting with complex planning cases, and supporting Advisers throughout the advice process. The client bank is made up predominantly of average-sized financial planning clients, with some larger and more technical cases that will provide additional variety and development opportunities.One of the key attractions of this role is the level of support available. The Advisers are supported by a dedicated and experienced administration team, allowing Paraplanners to focus on technical work and adding value rather than being drawn into day-to-day administrative tasks.The company offers a collaborative working environment where Paraplanners are viewed as an integral part of the client journey rather than simply a back-office function. You''ll have the opportunity to contribute to technical discussions, help improve ..... full job details .....