Junior Paraplanner
A well-established and growing financial planning firm is seeking a Junior Paraplanner / Report Writer to join their team in Truro. This is an excellent opportunity for someone working towards their Level 4 Diploma who is looking to develop their career within a highly regarded wealth management environment.You will play a key role supporting financial advisers by preparing research, producing suitability reports and assisting with new business processing. The firm offers a supportive team environment and strong opportunities for training, development and professional progression.The RoleWorking closely with advisers and the wider financial planning team, you will provide high-quality paraplanning and report writing support, ensuring work is completed accurately and in line with regulatory standards.Key responsibilities will include:Logging and managing paraplanning requests from advisersProviding paraplanning support across a range of new business including investments, pensions and protectionPreparing suitability reports based on fact finds, research and adviser notesConducting provider and fund research, including risk scoring and performance analysisProducing quotes and illustrations using provider platforms and research toolsEnsuring client records and fact finds are complete and up to date within the back-office systemLiaising with advisers where further information is requiredMaintaining a high level of accuracy in all data, analysis and written workAbout YouThe ideal ..... full job details .....
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