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.