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Paraplanner

Kimbolton
Permanent
Service Care Solutions
Posted: 19 January
Offer description

Paraplanner Location: Huntingdon Contract: Permanent Salary: £35,000 - £40,000 per annum Start Date: Flexible Contact: (url removed) *Hybrid Working* Job Description We are recruiting for an experienced Paraplanner to join a professional and client-focused financial planning firm. Reporting to the Office Manager, the Paraplanner will play a key role in delivering a first-class support service to both Advisers and clients. This role requires a proactive individual who can coordinate their workload effectively, provide high-quality paraplanning and administrative support, and contribute positively to the wider business. You will work closely with Advisers to ensure advice is robust, compliant, and aligned to client objectives. Key Responsibilities Analyse client data and use research tools to develop appropriate financial planning solutions. Research whole-of-market products and maintain accurate supporting research records. Interpret information gathered by Advisers during client meetings. Obtain outstanding information required to progress advice or applications. Prepare quotes and illustrations using available tools. Construct suitability letters in line with compliance requirements. Process new business applications efficiently and accurately. Ensure all work is completed in accordance with internal compliance procedures and regulatory requirements. Maintain provider online access and monitor ...

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