Paraplanner

Join a respected financial services firm as a Paraplanner, working closely with Financial Planners to deliver high-quality, compliant advice and support to clients. This is a fantastic opportunity to step into a role where your technical expertise and client focus will make a real impact. Benefits:Salary: Up to 38,000 (DOE)FULLY OFFICE BASED IN NEWCASTLE-UNDER-LYMEHybrid available but only in Warwick and Edgbaston (3 days office/2 days WFH)31 Days Holiday (Inclusive of Bank Holidays)Pension auto-enrolment scheme - Salary sacrifice availableGroup Life Cover (x4 salary) and Income ProtectionCompany sick payEmployee Assistance Programme and Financial Wellbeing SupportMonday to Friday - 08:30 to 17:00Locations: Warwick (preferred), Edgbaston, Newcastle-under-Lyme Role and Responsibilities:Work with Financial Planners to assess client objectives and prepare suitability reportsResearch products, funds, and solutions to meet client needs, including tax calculations where requiredConduct fund research and cashflow analysis using tools such as FE Analytics, Selectapension, and ConquestEnsure all compliance documentation and client information is complete and accurateMaintain up-to-date due diligence on providers, platforms, and fundsKeep suitability report templates compliant with regulatory changesSupport Financial Planners by preparing reports, valuations, and documentation for client reviews Required Skills and Experience:At least 2 years'' experience as a Paraplanner within an ..... full job details .....
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