Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes.
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
Working as part of a supportive and well-structured Paraplanning team, you will review fact-finds, challenge where more clarity is needed, carry out in-depth product research and produce clear, compliant recommendations across a wide range of planning areas. You will work closely with Advisers, Compliance and internal support teams, ensuring cases progress efficiently and client advice is delivered to an excellent standard.
This role is ideal for someone who thrives in a busy, tech...