Paraplanner

Job Title: Paraplanner

Salary: £35,000 to £45,000 per annum (dependent on qualifications and experience)
Benefits: Excellent benefits package

Key Responsibilities:

• Provide research and analysis support to Financial Planners to help meet client needs and objectives

• Prepare comprehensive Financial Plans and Suitability Reports

• Compile and organise documentation to support recommendations, including rationale for product/provider selection

• Assist in client meetings, including taking notes and following up on agreed actions

• Manage personal workflow and task list efficiently

• Ensure adherence to compliance procedures, risk management practices, and quality standards

• Maintain a focus on delivering excellent outcomes for clients