Research and Analysis Associate (Junior Paraplanner) London Hybrid, and;38,000 - and;44,00

Research and Analysis Associate (Junior Paraplanner) London Hybrid Salary: £38,000 - £44,000 I''m partnering with a well-established boutique Chartered Financial Planning firm in London that is looking to add a Research and Analysis Associate (Junior Paraplanner) to its growing team. This is a great opportunity for someone who has already built experience supporting advisers and is looking to further develop their technical knowledge within a professional, client-focused environment. You''ll work closely with experienced paraplanners and advisers, helping to deliver high-quality advice through research, analysis, report writing and new business processing. The role offers a broad range of responsibilities and would suit someone who enjoys the technical side of financial planning and takes pride in producing accurate, compliant work. What you''ll be doing: • Researching pensions and investments and preparing recommendation packs • Obtaining information from providers and analysing client arrangements • Producing client-facing presentations and supporting meeting preparation • Writing suitability reports and preparing compliant files • Processing pension and investment applications from submission through to completion • Maintaining accurate client records and updating CRM systems • Working alongside advisers and paraplanners to support the end-to-end advice process What they''re looking for: • Minimum of three R0 exams completed and progressing towards DipPFS • ..... full job details .....