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Permanent

Paraplanner

City
money-bag 45000.00-45000.00 Annual
3071431858
Posted Yesterday

Paraplanner £45,000 £55,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract. This is a non-advisory role, sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role. The Role Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice. Responsibilities will include: Research and technical assessment of cases submitted by Consultants Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements Acting as the primary author of suitability documentation, subject to peer review Analysing client data and meeting notes to support financial planning recommendations Supporting Consultants with client queries and technical problem-solving Liaising with Compliance on technical and regulatory matters Managing complex cases and ensuring consistently high standards of accuracy and detail Maintaining full and accurate records of all client and third-party ..... full job details .....

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