At a Glance
- Tasks: Support financial planners by conducting research and preparing client-focused reports.
- Company: Dynamic financial services firm with a focus on quality advice.
- Benefits: Highly competitive salary, flexible working options, and professional development opportunities.
- Other info: Opportunity for growth in a supportive and collaborative environment.
- Why this job: Join a team that values your expertise and helps clients achieve their financial goals.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Paraplanner Location – Farnham, Surrey (GU9) Hybrid or Remote working Salary - Negotiable - Highly Competitive This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients.
You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions.
You may also be invited to attend client meetings and presentations to support the process.
You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Key
Responsibilities: Paraplanner Technical Support Conduct research across pensions, investments, protection, and estate planning solutions Prepare and write clear, compliant, and client-focused suitability reports Analyse existing client arrangements and identify opportunities to enhance current plans Assist with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the Advisers and administrati...
