Paraplanner

Paraplanner
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
Hours: 9am-5pm Monday - Friday
Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking
Salary: Competitive and based on experience
Extras: Exam funding and study support, clear progressive and a supportive working environment
**Solid paraplanning experience essential, ideally around 3 years**
Duties include:
Preparing high-quality suitability reports across financial products
Analyse client information and conduct technical research
Structure advice in line with client objectives
Maintain accurate client records and workflows using Salesforce
Produce cashflow modelling and planning illustrations
Supporting Advisors with pre and post meeting preparation
A...

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