An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.

As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.

This role offers benefits and a competitive salary depending on candidate experience.

You will be responsible for

Providing technical paraplanning support across a broad range of financial planning cases.
Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives.
Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
Producing cashflow models, financial reports and suitability documentation.
Reviewing investment portfolios and supporting...