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Permanent

Paraplanner

London
money-bag 45000.00-45000.00 Annual
3086807201
Posted 2 days ago

A well-established and fast-growing financial planning firm is looking to recruit an experienced Paraplanner to join its national paraplanning function. This is an excellent opportunity for a qualified or part-qualified paraplanner seeking long-term career development within a supportive, forward-thinking environment.The roleWorking closely with Financial Advisers, you will play a key role in the delivery of high-quality financial advice. The position is technically focused and offers exposure across a broad range of planning areas including pensions, investments, protection, and estate planning.Key responsibilities include:Conducting detailed financial analysis and cashflow modellingPreparing suitability reports and financial planning documentationSupporting advisers with technical research and recommendationsUsing financial planning and back-office systems to model scenariosEnsuring all work is completed in line with FCA regulationsMaintaining accurate and up-to-date client recordsAbout youQualified or working towards the CII Level 4 DiplomaStrong technical knowledge across pensions, investments, and personal taxPrevious experience in a paraplanning or financial planning support roleHigh attention to detail and strong organisational skillsConfident communicator, both written and verbalComfortable working to deadlines in a regulated environmentWorking patternHybrid working is standard across the business: 3 days in the office, 2 days from homeThis structure is not flexible,

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