Paraplanner

Paraplanner Wealth ManagementSalary: £30,000 - £35,000 per annum (dependent on experience) Location: Chester-le-Street (with occasional travel to other locations as required) Reports to: Practice Manager Direct reports: NoneAbout the RoleOur client is seeking an experienced Paraplanner to join their established wealth management practice. This role is responsible for producing high-quality suitability letters, financial reports, and supporting documentation to assist advisers in delivering effective financial planning solutions to clients.The successful candidate will work closely with advisers, administrators, clients, and third parties to ensure accurate, compliant, and timely delivery of financial planning recommendations.Key ResponsibilitiesSuitability Reports and Business Processing Produce accurate and compliant suitability letters and reports in support of client financial recommendations.Review and analyse information gathered by advisers and ensure all relevant client details are captured accurately.Liaise with advisers, administrators, clients, and third parties to obtain any outstanding information required.Gather and review ceding scheme information from external providers.Maintain accurate client records and update relevant systems following completion of reports and documentation.Work closely with administration teams to ensure smooth processing of client cases.Use established checklists and processes to maintain high standards of quality and compliance. ..... full job details .....