Advancing People are working with a well-established financial planning practice who are looking to recruit an experienced Paraplanner to join their team on a full time, permanent basis. This is an excellent opportunity for an experienced Paraplanner looking to join a professional and client-focused financial planning environment on a remote basis with occasional travel. The Role As a Paraplanner, you will provide high-quality technical and administrative support throughout the financial advice process, helping to develop and deliver appropriate financial planning solutions for clients. You will work closely with the financial adviser and wider practice team, taking responsibility for producing accurate, compliant and client-focused documentation. Key Responsibilities include: Fully analyse client requirements and accurately record client information. Research and analyse financial products in line with client objectives. Construct financial planning solutions across investment, retirement, tax and estate planning. Produce financial models, illustrations, reports and supporting documentation. Prepare detailed suitability reports and take responsibility for client files throughout the advice process. Prepare ongoing advice reviews and investment performance reviews. Ensure a consistently high standard of c...
Paraplanner employer: Advancing People
Join a dynamic and rapidly expanding VC-backed tech company that is revolutionising the insurance industry with AI-driven solutions. As a Claims Operations Team Lead, you will benefit from a flexible remote working environment, competitive salary, and performance-based bonuses, all while being part of a culture that prioritises employee growth and innovation. This is an exceptional opportunity to lead a talented team in a high-growth setting, where your contributions will be recognised and rewarded.
