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Permanent

Paraplanner Two days in Office

London
money-bag 40000.00-40000.00 Annual
3143874865
Posted 2 days ago

We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner.This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients.The RoleAs a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice.Key responsibilities include:Conducting detailed research into client financial arrangements and suitable solutionsPreparing technical suitability reports and recommendationsAnalysing investment portfolios, pensions and protection arrangementsProducing financial planning analysis and supporting cashflow modellingAssisting with annual client reviews and ongoing service deliveryEnsuring all work is compliant with FCA regulations and internal proceduresThis is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning.The OpportunityJoin a growing Wealth Planning team with a strong, established client baseWork in a collaborative and supportive environmentAccess structured training, development programmes and funded examsClear long-term progression opportunities into advisory rolesExposure to a broad range of financial ..... full job details .....

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