Paraplanner

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning FirmThis Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advice cases, this Paraplanner job is well worth exploring.In this Paraplanner job, you will play a key role supporting Financial Advisers by producing high quality research and suitability reports across a wide spectrum of financial planning work. You will work closely with Advisers and fellow Paraplanners in a dedicated support model, allowing you to build strong relationships and gain a clear understanding of each adviser''s clients and advice approach.The Paraplanner role offers variety, with involvement in annual reviews, new business cases and ongoing client planning. While the work is not heavily specialist, there is enough technical depth to remain engaging and technically rewarding. This Paraplanner job suits someone who enjoys being hands on, organised and trusted to deliver consistent output.Your Paraplanner responsibilities will include:Undertaking financial planning research to support client advicePreparing suitability reports using structured templates and bespoke formatsReviewing and analysing existing investment portfoliosSupporting annual reviews and ongoing servicing ..... full job details .....