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Permanent

Hybrid Paraplanner

Uxbridge
money-bag 10000-500000 Annual
3143214267
Posted Today

ParaplannerLocation: Hybrid (office/home working) Office UxbridgeHours: Full-time (37.5 hours per week)Salary: Competitive, dependent on experienceOur clients are an independent financial planning practice committed to building long-term client relationships through exceptional personal service.As the business continues to grow, they are looking for an experienced Paraplanner to join the team.The RoleThe Paraplanner will work closely with Financial Advisers to provide high-quality technical support throughout the financial planning process.You will be responsible for researching and analysing client circumstances, preparing suitability reports and helping advisers deliver clear, well-considered financial planning recommendations.This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to be part of a collaborative team where quality of advice and client outcomes are the priority.Key ResponsibilitiesPrepare high-quality suitability reports across pensions, investments and protection.Undertake technical research and analysis to support client recommendations.Analyse provider information and existing arrangements.Carry out product, platform and fund research using industry tools, including FE Analytics where appropriate.Support advisers in developing appropriate financial planning strategies.Assist with complex technical queries and case preparation.Review and interpret information received through Letters of Authority ..... full job details .....

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