Paraplanner

Role OverviewAn established and growing financial planning firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity to join a client-focused business offering strong long-term career development, exposure to complex financial planning cases, and a collaborative working environment.The business has experienced significant growth in recent years and continues to invest heavily in its people, systems, and client proposition.The RoleWorking closely with Financial Planners and Advisers, you will play a key role in supporting the delivery of high-quality financial advice across pensions, investments, protection, and estate planning.Responsibilities will include:Preparing detailed and compliant suitability reports and recommendation letters Supporting annual client reviews and ongoing suitability assessments Conducting technical research across pensions, investments, tax wrappers, and protection products Liaising with providers to obtain policy information, valuations, and illustrations Assisting advisers with client meeting preparation and follow-up actions Maintaining accurate client records and ensuring FCA compliance standards are met Completing AML and identity verification checks Working collaboratively with advisers, administrators, compliance teams, and investment professionals Supporting process improvements and contributing to operational efficiencies RequirementsMinimum 2 years'' experience as a Paraplanner within a UK ..... full job details .....