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Permanent

Paraplanner - Hybrid Working

Ferndown
money-bag 45000.00-45000.00 Annual
3085866425
Posted 1 week ago

We are seeking a Paraplanner to join a forward-thinking, growing wealth management organisation with an international presence, now expanding its UK operations.This is an excellent opportunity to work for an independent firm with a strong reputation in the industry, where you can develop your career and make a real impact by delivering high-quality financial planning support.About the roleAs a Technical Paraplanner, you will play a key role in supporting Wealth Planners to deliver holistic, client-focused financial advice. Key responsibilities include:Conducting thorough technical research across pensions, protection, investments, tax planning, and other financial planning areas to support strong client outcomes.Preparing client-centric suitability reports and technical documentation in line with regulatory requirements and internal compliance standards.Providing complex technical input to support the end-to-end advice process.Performing accurate calculations and modelling, including cash-flow analysis, to support tailored client recommendations.Drafting clear, compliant communications to ensure positive client outcomes.Acting as a technical reference point for complex queries within the paraplanning team.About youYou will be considered for this role if you have:A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent).Strong experience working in a paraplanner capacity within a financial planning environment.Excellent technical knowledge acro

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