Found Description
We’re seeking an experienced and motivated Senior Paraplanner to join a highly respected and forward-thinking financial planning firm. This is an exciting opportunity for a technically strong and client-focused professional to become a key part of a collaborative and supportive team.
If you enjoy working closely with Financial Advisers, producing high-quality recommendations, and delivering outstanding client outcomes, this could be the perfect role for you.
Key Responsibilities:
- Producing detailed and accurate suitability reports across a range of financial planning areas
- Conducting technical research and analysis on pensions, investments, protection, and retirement planning
- Supporting Financial Advisers in preparing and implementing client recommendations
- Assisting with complex cases and high-net-worth client portfolios
- Liaising with providers, clients, and internal teams to e...