Overview:
A well-established financial planning firm is seeking a Paraplanner to provide technical support to its Financial Planners and contribute to the delivery of high-quality, compliant advice. The role involves research, report writing, cashflow forecasting, and liaison with providers to ensure all advice meets client objectives and regulatory standards.
Key Responsibilities:
* Support advisers with client research, recommendations, and suitability reports.
* Review and analyse investment funds, asset allocations, and financial products.
* Prepare financial plans, cashflow models, and fund switch documentation.
* Work collaboratively with colleagues to process new business efficiently.
* Ensure compliance with FCA guidelines and maintain accurate client records.
* Commit to ongoing training and CPD development.
Ideal Candidate:
* Experienced in paraplanning or technical financial support.
* Strong research and report-writing skills.
* Confident using Intelligent Office and/or FE Analytics.
* Excellent attention to detail and a team-oriented approach.
* Dedicated to professional development and delivering exceptional client outcomes.