Paraplanner
We are recruiting on behalf of a well-established, Chartered Independent Financial Advisory firm for an experienced Paraplanning professional to join their team.This role provides technical research and administrative support to Financial Advisers, ensuring client advice is prepared accurately and efficiently. Flexible working is available to support family and personal commitments, while remaining part of a collaborative office-based environment.Key ResponsibilitiesSupporting Financial Advisers with client reports and suitability documentationUndertaking technical and comparative researchReviewing fact finds to understand clients'' financial positionsPreparing documents for adviser meetings and annual reviewsImplementing investment strategies and processing new businessLiaising with providers and responding to client queriesEnsuring compliance with internal policies and Consumer Duty requirementsCandidate RequirementsHigh attention to detail and strong organisational skillsAnalytical approach with the ability to assess suitability against client goalsProfessional, team-focused attitudeBy applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website. ..... full job details .....
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