Job Description
Paraplanner
Competitive salary and a comprehensive benefits package including exam support
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Utilise all of your qualifications, skills and experience.
Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.
Overview
A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.
Paraplanner Role:
As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.
Paraplanner Key Responsibilities:
1. Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
2. Prepare high-quality suitability reports in line with regulatory an...