Paraplanner - London - Hybrid Working Available - Up to £60,000 (DOE) + Benefits
Paraplanner - London Hybrid Working Available - Up to £60,000 (DOE) + Benefits Full-Time PermanentJoin a Dynamic and Growing Financial Planning TeamAn exciting opportunity has arisen for an experienced Paraplanner to join a successful and highly regarded wealth management firm based in London.Working alongside a team of Financial Advisers and support professionals, you will play a key role in delivering high-quality financial planning solutions to a diverse portfolio of clients. This is an excellent opportunity for a technically strong paraplanner looking to further develop their career within a supportive and forward-thinking environment.Key ResponsibilitiesPreparing high-quality suitability reports and financial planning recommendations.Conducting technical research across pensions, investments, protection, and retirement planning.Analysing client information and identifying suitable planning solutions.Supporting Financial Advisers in the delivery of holistic financial advice.Liaising with providers and third parties to obtain relevant information.Ensuring all work is completed in line with FCA regulations and internal compliance standards.Maintaining accurate client records and documentation.About YouThe ideal candidate will have:Previous experience working as a Paraplanner within a financial planning or wealth management environment.Strong technical knowledge of pensions, investments, tax planning, and protection products.Experience preparing suitability ..... full job details .....
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