My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.
The Role
* Technical support to advisers following client meetings
* Investment portfolio reviews and research
* Preparation of suitability reports and client documentation
* Ensuring ongoing compliance and Consumer Duty requirements
Key Requirements
* Minimum 4 years experience in the IFA sector
* Strong investment knowledge and analytical skills
* Excellent report writing and attention to detail
* Comfortable using investment and back-office systems (FE Analytics / Intelligent Office desirable)
* Level 4 Diploma qualified or close to completion
* Able to work independently in a fast-paced, paperless environment
Benefits
* Competitive salary (DOE)
* Pension, PMI, death in service & income protection
* Hybrid working options
Apply now to join a professional, supportive and growing financial planning team.
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