Paraplanner job – an excellent opportunity to join a growing independent financial planning firm

This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you’ll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step.

In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients.

Your responsibilities will include:

* Preparing accurate and compliant suitability reports

* Undertaking detailed product research and financial analysis

* Supporting Advisers with client review packs and case preparation

* Managing post meeting actions, liaising with providers and obtaining outstanding information

* Ensuring files meet compliance and internal documentation standards

This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond.

Paraplanner Requirements

* Essential: Experience as a Paraplanner or Senior IFA Administrator

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