Paraplanner
Paraplanner Hove £38,000 - £45,000 The Opportunity An excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Richmond This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice. This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status. Role Responsibilities Conduct detailed financial analysis to support the development of financial plans Use financial planning software to model financial scenarios and projections Prepare and review investment proposals and financial reports for clients Collaborate with Financial Advisers to develop and implement tailored financial strategies Research financial products, providers and investment opportunities Ensure all work complies with regulatory requirements and company procedures Maintain accurate and up-to-date client records and documentation What do we need from you? Strong understanding of investments, pensions, personal tax, estate planning and protection CII Level 4 Diploma in Financial Planning (or equivalent) - ..... full job details .....
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