Job Description
We are recruiting on behalf of a well-established, Chartered Independent Financial Advisory firm for an experienced Paraplanning professional to join their team.
This role provides technical research and administrative support to Financial Advisers, ensuring client advice is prepared accurately and efficiently. Flexible working is available to support family and personal commitments, while remaining part of a collaborative office-based environment.
Key Responsibilities
* Supporting Financial Advisers with client reports and suitability documentation
* Undertaking technical and comparative research
* Reviewing fact finds to understand clients’ financial positions
* Preparing documents for adviser meetings and annual reviews
* Implementing investment strategies and processing new business
* Liaising with providers and responding to client queries
* Ensuring compliance with internal policies and Consumer Duty requirements
Candidate Requirements
* High attention to detail and strong organisational skills
* Analytical approach with the ability to assess suitability against client goals
* Professional, team-focused attitude
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