Paraplanner

Paraplanner - Wealth ManagementHybrid Working£35,000 - £45,000 (DOE)The CompanyA well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team.The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service.The RoleThis is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice.The role is predominantly office-based, offering strong team interaction and development opportunities.Key ResponsibilitiesPrepare detailed and compliant suitability reportsConduct technical research to support financial planning recommendationsAnalyse client fact finds and identify suitable solutionsSupport investment and pension planning strategiesUndertake client portfolio reviewsCarry out cashflow modellingLiaise with product providers and internal teamsRespond to client and adviser queries effectivelyEnsure all work meets FCA and regulatory requirementsRequirementsPrevious experience as a Paraplanner within financial planning/wealth managementStrong knowledge of pensions, investments, and financial productsExperience producing suitability reportsGood understanding of FCA regulations and complianceWorking towards or holding Diploma in Financial Planning (preferred)Strong analytical and organisational skillsBenefitsCompetitive salary packageHybrid ..... full job details .....