Paraplanner

Paraplanner (Hybrid) - Market Harborough - Up to £42,000

Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!

We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients.

Key Responsibilities:

• Preparing and maintaining client files and reviews.
• Building cash flow models.
• Crafting recommendations and suitability reports.
• Identifying areas for financial planning.
• Conducting independent research and collaborating with Financial Planners to find suitable solutions.

Knowledge:

• In-depth understanding of the financial planning process.
• Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection.
• Exceptional suitability report writing skills.
• Commitment to staying updated on product, technical, and legislative changes within the financial marketplace.