Chartered Paraplanner
Cambridge (Hybrid) Opportunities also available across the UK £60,000 - £62,000 + benefits (depending on experience)A well-regarded and growing wealth management firm is looking to appoint an experienced Chartered Paraplanner to support its team of Financial Planners.This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning advice to clients.While the immediate focus is supporting the Cambridge office, the firm also has opportunities across the UK for the right individuals.The RoleYou will play a key role in supporting Financial Planners by providing detailed research, technical analysis and high-quality suitability reports across a range of financial planning areas including pensions, investments and tax planning.Responsibilities will include:Producing detailed suitability reports and recommendation documentsConducting technical research across pensions, investments and protection solutionsSupporting advisers with client strategy and financial planning analysisReviewing client portfolios and identifying planning opportunitiesAssisting with cashflow modelling and financial planning projectionsEnsuring all work is completed in line with FCA and compliance requirementsWhat We''re Looking ForChartered Financial Planner status (CII) - essentialMinimum 3 years'' experience within a wealth management or financial planning firmStrong technical knowledge of pensions, investments and ..... full job details .....
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