Paraplanner
We''re looking for an experienced Paraplanner to provide high-quality technical and planning support to Financial Planners, helping to deliver clear, well-structured and compliant advice that genuinely meets client needs.This is a varied and engaging role within a growing and supportive team, offering exposure to a broad range of planning scenarios and the opportunity to make a real contribution to client outcomes and business growth.Key responsibilitiesProduce clear, accurate and compliant suitability reports in a timely mannerSupport Financial Planners with client meeting preparation, follow-up and documentationAttend client meetings where appropriate to help capture objectives and key informationAssist with ongoing client service delivery, including annual reviews and review packsPrepare cashflow modelling and supporting analysis where requiredRespond to client queries where appropriate, ensuring a professional and client-focused approachWork closely with the wider paraplanning team to manage workflow and meet agreed timescalesMaintain a pragmatic, commercial approach to prioritisation and deliveryContribute positively to team culture, knowledge-sharing and continuous improvementMaintain accurate records, complete continuing professional development and meet training requirementsSupport the development of new or trainee team members where appropriateAbout youPrevious experience working as a Paraplanner within a financial planning or wealth management firmDiploma in Regulat
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