Paraplanner

Paraplanner, Stokenchurch, £45,000 - £60,000 DOE - Progression to Adviser availableAn excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work And in a company who deliver on professional development i.e. Paraplanner > Financial Adviser.Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries.The role: Working closely with advisers to deliver compliant, high-quality advice, including:Writing financial planning and suitability reportsResearching products and preparing illustrations/recommendationsPreparing review packs and maintaining accurate client recordsAssisting with client queries and plan submissionsStaying up to date with products, legislation, and compliance requirementsEnsuring files and documentation are accurate, well-presented, and compliant The person: Experienced in paraplanning with strong technical and report-writing skills.Diploma qualified (or working towards) is desirable.Highly organised, reliable, and client-focused with excellent written and verbal communication.A proactive team player with strong problem-solving and analytical skills. Starting Salary: £45,000 - £60,000 per annum, depending on experience and qualifications Benefits: Hybrid working considered25 days holiday, plus Bank Holidays and your birthday off!Professional ..... full job details .....