Paraplanner

You will be working very closely with an advisor with the intention of progressing into an advisor yourself. This is a huge opportunity for someone looking to progress their career, shadow and learn from an advisor, and to become an advisor themselves. Day-to-day of the role: Review the market to stay updated with the latest financial trends and opportunities. Prepare detailed reports including historic performance, charges, and suitability for clients. Draft suitability letters and support applications for clients and Financial Planners. Make informed recommendations based on thorough research and analysis. Collaborate effectively with Advisers and Clients to ensure their financial goals are met. Adhere strictly to compliance procedures and ensure all activities are in line with regulatory requirements. Continuously develop product, technical, and regulatory knowledge to remain compliant with the latest financial regulations. Required Skills and Qualifications: Proven experience as a Paraplanner or in a similar role within financial services. Strong understanding of financial regulations and compliance (Solicitors Regulation Authority, Financial Conduct Authority). Excellent analytical skills and attention to detail. Ability to prepare detailed financial reports and suitability letters. Strong communication skills for effective collaboration with Advisers, Clients, and team members. Commitment to ongoing professional development in the financial sector. Due to a very ..... full job details .....