Paraplanner

24 Days Old

Paraplanner Are you an experienced Paraplanner looking for a fresh opportunity within a dynamic, supportive, and award-winning financial planning firm? Due to continued success in delivering fee-based advice to high-net-worth clients, alongside internal promotions, this well-established IFA is seeking a professional and proactive Paraplanner to support its Financial Advisers and the wider team. The ideal candidate will have proven experience in a paraplanning role, with confidence in producing suitability reports and attending client meetings. Key Responsibilities: Conduct detailed research on products and providers across pensions, investments, protection, and tax planning. Liaise with clients and providers to obtain necessary documentation and data. Remain up-to-date with regulatory and industry changes to ensure advice remains fully compliant. Prepare cashflow models and utilise financial planning tools. Attend initial meetings alongside Independent Financial Advisers. Collaborate closely with IFAs to build tailored financial plans aligned to client needs and objectives. Produce clear, compliant, and well-structured suitability reports. About You: Proven experience working as a Paraplanner within a financial planning firm. High level of IT literacy with strong knowledge of parapla...
Location:
Leamington Spa
Salary:
£34,000 - £45,000 per annum
Category:
Accounting & Finance

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