Paraplanner

Due to continued expansion, our client is recruiting a qualified, experienced, and proactive Paraplanner to join their well-established financial planning practice.

This is a genuine opportunity to build a long-term career with a firm that actively invests in its people. Whether your ambition is to become a Chartered Paraplanner or transition into a full advisory role, they\’ll support you every step of the way – including salary increases and bonuses each time you pass an exam, plus full study support.

We\’ve placed multiple candidates with this firm over the years, all of whom have progressed in their careers under the guidance of a highly respected Managing Director who is well known within the industry for developing talent.

The Role

Reporting to the Managing Director, you\’ll be responsible for:

• Researching, analysing and compiling Financial Planning Reports
• Providing research for asset allocation on client portfolios
• Servicing existing clients with valuations and portfolio updates
• Preparing Financial Plan Statements, cash flow analysis, tax planning, risk modelling, investment analysis, and pension forecasts
• Ad-hoc projects as required

What You\’ll Need

• A minimum of 12 months\’ exper…