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Permanent

Paraplanner

Ashbourne
money-bag 34000.00-34000.00 Annual
3110806986
Posted 1 week ago

Job Title: ParaplannerLocation: Ashbourne (Hybrid Working)Salary: NegotiableAn ambitious and modern financial planning firm is expanding its back-office team based in Gloucester and is looking to appoint an experienced Paraplanner. This role offers an excellent opportunity for a technically strong professional who thrives on close collaboration with Financial Advisers and delivering high-quality, compliant advice materials.This role plays an important part in supporting advisers through detailed research, thorough analysis of client needs, and the delivery of detailed, clear, financial planning reports aligned to client objectives.The firm offers structured training and development, with the opportunity to progress into a Financial Adviser role in the future.Key ResponsibilitiesProduce compliant financial planning reports to support adviser recommendationsConduct technical research into products, providers, and planning strategiesSupport advisers with client servicing, reviews, and ongoing queriesServe as a point of contact for routine adviser and client enquiriesPrepare review documentation and source illustrations where requiredStay current with industry legislation, products, and regulatory requirementsKey RequirementsExperience within a financial advice or wealth management firmStrong paraplanning and report-writing capabilityDiploma in Financial Planning (or currently studying towards) preferredExcellent organisational and workload management skillsHigh level of ..... full job details .....

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