Technical Advisor

Technical Adviser Assistant / Paraplanner

Salary - up to £45,000 per annum

This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients.

The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice.

You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers.

You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients.

You will be the go-to individual for advice on technical queries and your duties will focus on covering the full cl...

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