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Permanent

Paraplanner

High Wycombe
money-bag 35000.00-35000.00 Annual
3140717888
Posted 3 days ago

ParaplannerSalary: Up to £50,000 (depending on experience)Location: Hybrid working - 3 days office-based, 2 days working from homeBenefits: On-site parking, professional study support, beautiful converted barn offices, supportive team cultureAn established and growing Independent Financial Planning practice is looking to recruit an experienced Paraplanner to join its collaborative and client-focused team.This is an excellent opportunity for an ambitious Paraplanner who enjoys the technical side of financial planning and is looking to work closely with advisers in a supportive environment that values professional development and teamwork.Based in a stunning converted barn office with ample on-site parking, the business offers flexible hybrid working alongside genuine career progression opportunities.The RoleWorking closely with Financial Advisers, you will take ownership of the technical and analytical aspects of the advice process, helping to deliver high-quality financial planning solutions to clients.Key ResponsibilitiesConducting detailed research and analysis across pensions, investments, protection and financial planning solutionsProducing accurate, clear and compliant suitability reports and recommendation lettersPreparing technical information and research for client meetingsAnalysing existing plans and recommending suitable solutions based on client objectivesProviding technical support to advisers and assisting with more complex client queriesUndertaking product and ..... full job details .....

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