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Permanent

Paraplanner to Adviser-Full Study Support-4-Day Working Week-Salary to £55,000 - Career Pr

London
money-bag 50000.00-50000.00 Annual
3085439725
Posted Today

Our client, a well-established and highly professional financial planning firm based in South-East London, is currently looking to appoint an experienced Paraplanner to support two Chartered IFAs.This is a genuinely good opportunity for a technically strong Paraplanner who enjoys the detail, takes pride in producing high-quality work, and wants to be part of a close-knit, professional team.The office environment is focused, supportive and collaborative - a place where your input is valued and your technical expertise makes a real difference to the advice process. Importantly, there is a natural progression route here over time. For a paraplanner who may ultimately want to move into an advisory role, you''ll gain close exposure to clients, client meetings, and the full advice journey, with the opportunity to develop in that direction as your experience and qualifications grow.The RoleAs a Paraplanner, you''ll work closely with two IFAs and two IFA administrators, providing full paraplanning support across a range of pensions, investments, and retirement planning cases.Your responsibilities will include:Carrying out detailed research across pensions, investments and protectionProducing clear, compliant and well-structured suitability reportsTechnical analysis of existing arrangements and recommendationsPreparing review documentation and supporting ongoing client servicingCashflow modelling using VoyantLiaising with advisers and administrators to ensure cases progress ..... full job details .....

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