Our client is a dynamic and expanding wealth management business, committed to helping their clients achieve their financial goals through bespoke, high-quality financial planning. They are looking for an experienced Paraplanner to support their team of Financial Advisers in delivering outstanding advice and service to their clients.


Role & Responsibilities:


*Conducting detailed research and analysis on financial products and client portfolios
*Preparing high-quality suitability reports and client recommendations
*Assisting with cashflow modelling and financial planning scenarios
*Ensuring compliance with FCA regulations and company procedures
*Working closely with advisers to deliver a seamless client experience


Do you have the following to apply?


*Level 4 Diploma qualified as a minimum
*Experienced in a paraplanning or technical support role within financial planning/wealth management


Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.