Paraplanner

2 Days Old

£40,000 + Fantastic Benefits | Stamford, PE9 We are recruiting on behalf of a well-established and growing wealth management firm seeking an experienced Paraplanner to join their busy and supportive Stamford-based team. This is an excellent opportunity to join a professional financial planning environment where you will play a key role supporting a large team of advisers and contributing to high-quality client outcomes. This role would suit a detail-driven financial services professional with paraplanning experience, strong report writing skills, and a solid understanding of FCA-regulated advice processes. The Role As Paraplanner, you will provide technical and administrative support to financial advisers, helping deliver compliant, well-researched and client-focused financial planning solutions. Key responsibilities include: Preparing detailed suitability reports covering pensions, investments, protection, and retirement planning strategies Analysing client fact finds and financial information to support advisers in developing appropriate recommendations Carrying out technical research on financial products, providers, platforms, funds, and tax-efficient planning options Producing cashflow modelling outputs and financial analysis to support long-term planning discussions Reviewing existing client arrangeme...
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Location:
Grantham
Salary:
£40,000
Job Type:
FullTime
Category:
Accounting & Finance

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