Job Description
Paraplanner
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
Location: Farnborough / Remote- 1 day a month in the Farnborough office
Salary: £45,000-£55,000
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, youll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities:
Analyse FactFinds and meeting notes to ensure completeness and compliance.
Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trust...