Paraplanner
Overview
An established and growing independent financial planning firm is seeking an experienced Paraplanner to join its team. This is an excellent opportunity for a technically strong individual who enjoys working closely with advisers and producing high-quality, compliant client documentation.
Key Responsibilities
Produce clear, compliant and technically accurate suitability reports
Carry out product, fund and platform research
Analyse client information and support the end-to-end advice process
Work closely with Financial Advisers to develop appropriate recommendations
Maintain accurate client records in line with FCA requirements
Liaise with providers, platforms and third parties
Support ongoing process improvements within the paraplanning function
Candidate Profile
QCF Level 4 qualified or working towards qualification
Previous experience in a paraplanning role within financial services
Strong technical knowledge across pensions, investments and protection
High attention to detail with strong organisational skills
Confident IT user (experience with back-office systems preferred)
Proactive, reliable and able to manage workload effectively
Benefits
Hybrid working
Supportive team environment
Career development opportunities
Competitive salary and bonus structure
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