Our client, a well-respected financial services firm, is seeking a motivated Paraplanner to support their expanding team. This position is perfect for candidates who are working towards their Level 4 Diploma and will also have work experience in a Financial Practice, with a focus on paraplanning, research and technical report writing.
Key Responsibilities:
*Researching, analysing, and compiling Financial Planning Reports.
*Providing technical support to advisers on asset allocation and investment portfolios.
*Preparing detailed client analyses, including Tax Planning, Risk Modelling, and Pension Forecasts.
*Managing client queries and delivering prompt, accurate responses.
*Supporting advisers with the preparation of financial plans, ensuring compliance and quality.
What We’re Looking For:
*A proactive and detail-oriented individual with Financial Services experience
*Working towards Level 4 Diploma in Financial Planning.
*Strong analytical and communication skills, with a commitment to professional growth.
Benefits Include:
*28 days of annual leave plus bank holidays.
*Hybrid working
*Death in service benefit and workplace pension.
*Free car parking and tailored working hours for work-life balance.
This is an exceptional opportunity to join a customer-focused, growing firm that values professional development and offers a supportive, flexible working environment.