Paraplanner

9 Days Old

An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region. As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits. You will be responsible for: * Reviewing client documentation and adviser meeting notes to extract key planning requirements. * Carrying out detailed financial analysis, including cashflow projections and investment reviews. * Researching pensions, investments, protection and estate planning options. * Drafting suitability reports tailored to clients' individual circumstances and goals. * Preparing technical illustrations and disclosure documentation. * Supporting advisers ahead of client meetings with accurate data and insights. * Collaborating with the wider team to ensure timely case progression. * Ensuring all advice and documentation remains compliant with current regulations. * Maintaining contact with providers and contributing to investment discussions. What we are looking for: * Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role. * At least 4 years’ experien...
Location:
Woking
Salary:
£50,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

We found some similar jobs based on your search