£30,000 + Benefits
Are you an Paraplanner with a passion for delivering exceptional client support? If you're seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you.
We're recruiting on behalf of a highly respected Wealth Management firm for a talented Paraplanner to join their growing team. This is a fantastic opportunity to be part of a business that prides itself on client care, technical excellence and a collaborative culture.
As a Paraplanner, you'll play a pivotal role in supporting Advisers and Partners, helping to deliver tailored financial planning solutions across investment, retirement, tax and estate planning.
Key Responsibilities
* Analysing client requirements, building cash flow models, and recording data accurately.
* Researching and evaluating financial products to create bespoke solutions.
* Preparing suitability reports, review packs, and client documentation.
* Attending client meetings and handling queries with professionalism and discretion.
* Liaising with colleagues to ensure application forms, reports, and client files are prepared to the highest standard.
* Supporting and mentoring junior team members where required.
Skills & Experience
1. Experience...