Permanent Paraplanner Up to £60k salary
Hybrid working, 3 days at home & 2 days in the office per week
A leading financial management firm dedicated to providing personalised financial planning and investment services. They pride themselves on their collaborative and supportive work environment, fostering professional growth and development.
Create and deliver high-quality, compliant, and timely suitability reports to RFP and clients
Attend client meetings with Financial Planner to assist with understanding client needs and produce associated meeting notes/documents
Support the Financial Planner in managing and delivering the ongoing client service strategy
Prepare Annual Review documentation, including cashflow modelling where appropriate
Ability to analyse features, benefits, and risks of products/policies and make confident recommendations.
Excellent understanding of risk and governance frameworks and the regulatory environment
Proficiency in MS Office Systems, report writing, and business systems (e.g., CII Diploma in Regulated Financial Advice (Level 4) or equivalent
Proven experience as a Paraplanner
Competitive salary and benefits package
Opportunities for professional development and career progression
Flexible working arrangements
Comprehensive health and wellness programs