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- Conduct research and analysis on a range of financial products, including pensions, investments, and insurance.
- Prepare detailed, compliant reports and recommendations for Financial Planners.
- Assist in the creation and review of financial plans and strategies to meet clients’ needs and objectives.
- Ensure that all client files and recommendations are up-to-date, accurate, and compliant with regulatory standards.
- Collaborate with Financial Planners to support client meetings, providing technical input as needed.
- Act as a liaison with product providers, ensuring timely responses and efficient administration of client accounts.
- Proven experience in a Paraplanning role for 3+ years within a financial advisory firm.
- Level 4 Diploma in Financial Planning (required)
- Strong technical knowledge of pensions, investments, tax, and insurance.
- Excellent analytical skills with an eye for detail and accuracy.
- Proficiency in financial planning software and MS Office suite.
- Exceptional organizational skills and the ability to manage multiple tasks efficiently.
- Competitive salary (£40,000 - £60,000 Negotiable) with discretionary annual bonus
- Pension scheme
- Private Medical Insurance allowance )
- Hybrid workingÂ
- 28 days annual leave + bank holidays
- Study support for CII Exams
- Free on-site parking
- Clear career pathway with opportunities in to advice
- Great culture & team events
