Paraplanner

Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm.Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes.Key ResponsibilitiesConduct technical and product research across a range of financial planning areasProduce high-quality suitability reports and recommendation documentationAssist with cashflow forecasting and financial planning analysisLiaise with providers and third parties to obtain information and progress casesSupport the delivery of compliant, client-focused financial adviceMaintain accurate client records and documentationAbout YouDipPFS qualified (or equivalent)Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environmentStrong technical knowledge of pensions, investments, taxation, trusts, and protectionExcellent analytical, organisational, and report-writing skillsHigh attention to detail and a proactive approach to workExperience with Voyant, FE Analytics, or similar software would be advantageousBenefitsCompetitive salary 25 days holiday plus bank holidaysPrivate medical insuranceEmployer pension ..... full job details .....