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Permanent

Paraplanner

Stamford
money-bag 10000-500000 Annual
3179927077
Posted 1 week ago

Paraplanner Location: Hybrid/Flexible Working Available Hours: Full-time, Monday to Friday Salary: Competitive, dependent on experience An established and growing Wealth Management business is seeking an experienced Paraplanner to join its support team. This is an excellent opportunity for a motivated individual looking to develop their career within a professional and client-focused financial planning environment. The successful candidate will play a key role in supporting Financial Advisers by preparing suitability reports, processing new and existing business, and delivering high-quality technical support across a range of financial planning areas, including investments, pensions, trusts, and inheritance tax planning. This role would suit someone who is working towards, or has already achieved, the Level 4 Diploma in Financial Planning and possesses strong technical knowledge alongside excellent communication and organisational skills. Key Responsibilities Prepare high-quality suitability reports and recommendation documents. Process new and existing client business accurately and efficiently. Support Financial Advisers with technical research and administrative activities. Maintain and update client records and case management systems. Ensure all work is completed in line with FCA regulations, internal policies, and industry best practice. Conduct product and provider research where required. Liaise with clients, product providers, and other professional contacts. ..... full job details .....

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