Chartered ParaplannerLocation: LondonJob Type: Full-time, PermanentOverviewAn excellent opportunity has arisen for an experienced Chartered Paraplanner to join a well-established, independent, Chartered wealth management firm.This role is ideally suited to a Diploma-qualified paraplanner with strong whole-of-market research experience who is either working towards Chartered status or keen to achieve it. Clear progression is available to Senior Paraplanner or Financial Planner, depending on your long-term career objectives.Key ResponsibilitiesPreparing documentation and reports for client review meetingsConducting whole-of-market research across pensions, investments and protectionProducing detailed suitability reports for adviser approvalCarrying out complex calculations and cashflow forecastingInterpreting client information to support tailored financial planning strategiesSupporting advisers and maintaining strong internal relationshipsEnsuring full compliance and accurate maintenance of client filesContributing to research projects and investment discussionsRequirementsMinimum 1 year''s experience in a paraplanning role within an IFA / independent wealth management firmDiploma qualified (Level 4)Working towards Chartered status (CII pathway preferred)Experience across pensions, investments and protection (IHT and trust knowledge beneficial)Strong technical and analytical abilitySound understanding of compliance requirementsAbility to work independently and manage ..... full job details .....