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Permanent

Paraplanner

Shirley
money-bag 10000-500000 Annual
3118011659
Posted 3 days ago

PARAPLANNER - Up to £75,000 - Solihull, Hybrid Working, Supportive Team Environment The Paraplanner Job We are recruiting on behalf of a growing financial planning firm for a Paraplanner to join their team based in Solihull. This is an excellent opportunity for a Paraplanner who enjoys the technical side of financial planning and wants to play a key role in supporting advisers and delivering positive client outcomes. You''ll work closely with advisers, compliance teams and clients, helping to turn complex financial planning recommendations into clear and client-friendly advice. The role offers a varied workload, exposure to market-leading technology and the opportunity to contribute to the ongoing development of the business. Key Paraplanner Responsibilities Include: Conducting research and preparing suitability reports for new and existing clients. Producing accurate, compliant and client-focused documentation. Supporting advisers with technical research and portfolio analysis. Maintaining accurate client records across systems and platforms. Keeping up to date with regulatory and industry changes. Supporting file checking and compliance processes. Acting as a technical support point for advisers and colleagues. Contributing to process improvements and best practice across the business. Building positive relationships with clients, colleagues and third-party providers. Using tools such as Voyant, Timeline, Intelliflo and FE Analytics to support client planning. The ..... full job details .....

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