Job Description
⭐️ Paraplanner
Remote
c.£42,000+ Benefits
Our client is seeking a motivated and detail-oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high-quality advice to clients.
You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards.
Role & Responsibilities:
- Prepare accurate and compliant suitability reports
- Conduct research and analysis on financial products (pensions, investments, protection)
- Support advisers in developing financial planning strategies
- Gather and maintain client information and fact finds
- Liaise with providers, clients, and internal teams
- Ensure all work complies with FCA regulations
- Assist with cashflow mo...