Nottingham
Overview:
A well-established financial planning firm is seeking a Paraplanner to provide technical support to its Financial Planners and contribute to the delivery of high-quality, compliant advice. The role involves research, report writing, cashflow forecasting, and liaison with providers to ensure all advice meets client objectives and regulatory standards.
Key Responsibilities:
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Support advisers with client research, recommendations, and suitability reports.
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Review and analyse investment funds, asset allocations, and financial products.
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Prepare financial plans, cashflow models, and fund switch documentation.
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Work collaboratively with colleagues to process new business efficiently.
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Ensure compliance with FCA guidelines and maintain accurate client records.
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Commit to ongoing training and CPD development.
Ideal Candidate:
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Experienced in paraplanning or technical financial support.
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Strong research and report-writing skills.
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Confident using Intelligent Office and/or FE Analytics.
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Excellent attention to detail and a team-oriented approach.
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Dedicated to professional development and delivering exceptional client outcomes.