Paraplanner

We are delighted to be recruiting on behalf of a highly respected and growing financial services firm , who are seeking an experienced Paraplanner to join their professional and supportive team. This is an excellent opportunity for a skilled paraplanner looking to join a forward-thinking business that values development quality of service, and long-term career progression. As a Paraplanner, you will provide comprehensive technical and administrative support to Financial Advisers, helping to deliver a high-quality, compliant, and client-focused financial planning service. You will play a key role in preparing detailed suitability reports, conducting research, and ensuring that all advice provided meets regulatory requirements and internal standards. Key Responsibilities: Preparing high-quality suitability reports and recommendation letters Conducting detailed product, fund, platform, and provider research Producing cashflow models and financial planning illustrations Supporting advisers with complex case analysis and technical queries Preparing client review packs and annual review documentation Processing new business applications and ensuring accurate submission Liaising with product providers, platforms, and clients where required Ensuring compliance with FCA regulations and internal procedures Maintaining accurate records and updating CRM / back-office systems Assisting with audit preparation and file checks The Ideal Candidate: Previous experience in a ..... full job details .....