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Permanent

Paraplanner

Gerrards Cross
money-bag 40000.00-40000.00 Annual
3161806334
Posted Today

Technical Specialist / Senior Technical Assistant (Paraplanner) Location: Gerrards Cross, Buckinghamshire Salary: Up to £40,000 per annum Working Pattern: Hybrid Working Are you an experienced Paraplanner or Technical Specialist looking to take the next step in your career with a highly respected financial planning business? We''re seeking a technically strong and client-focused Technical Specialist / Senior Technical Assistant (Paraplanner) to join our growing team in Gerrards Cross. This is an excellent opportunity for someone who enjoys combining technical analysis, financial planning research, and client interaction while working closely alongside Advisers and a supportive Client Services team. With outstanding benefits, a collaborative culture, and genuine investment in professional development, this role offers the perfect environment to continue building your career within financial planning. The Role Supporting Advisers throughout the client journey, you''ll play a key role in delivering high-quality financial planning solutions and helping clients achieve their long-term objectives. Key responsibilities include: Preparing and supporting client review and new business meetings Gathering and analysing client information Conducting technical research across pensions, investments and protection Producing detailed suitability reports and recommendation documents Undertaking cashflow modelling using Voyant Using Genovo to assist with report writing and ..... full job details .....

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