Technical Paraplanner

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you''ll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory and Technical team to ensure advice excellence. You''ll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered ..... full job details .....